Work directly with the Account Executive to collect the necessary supporting documentation and/or information to assist Account Executive with application completion.
Handle call-in and/or walk-in customers/prospects as needed.
Input customer and account data into management system.
Complete customer policy changes and endorsement requests.
Work directly with Account Executive to supply and review 90 day expiration list including calling on those customers and remarketing as needed.
Educate customers on agency payment, cancellation policies and claims procedures.
Create and maintain account activities and handle follow up on a timely basis.
Review monthly cancellation reports and create activity for Account Executive to contact insured 90 days prior to next expiration date.
Review endorsements, audit findings, and other lists (communication log), and update customer information, as needed, in management system on a timely basis.
Provide carriers timely renewal changes.
Refers applicable clients to other agency departments.
Works with potential cancellations to retain the business, per agency procedures and standards.
Works with company underwriters to retain customers in remarketing accounts as instructed by Account Executive.
Update open activities daily, if applicable.
Embrace and integrate ATI Core Values as focus for mutual success.
All other duties as assigned by Management.
High School Diploma; college degree preferred
Active state specific Property Casualty and/or Benefits Insurance agent license or ability to acquire Property and Casualty license within one months and Benefits licensing within the year of employment.