Description:

• Receives and responds to routine Client’s inquiries, maintains documentation of communications, existing issues, and issue resolutions, referring complex inquiries to more senior staff


• Prepares written correspondence and makes telephone calls to underwriters as requested by senior staff


• Reviews and processes policies and endorsements for accuracy of coverage, policy, content, and form completion


• Evaluates proposal policies with criteria outlined in check list and notifies more senior staff of any missing items or area of concern


• Assists in the renewal process by requesting and gathering enrollment, volume, benefit summary reports


• Helps produces employee communications such as newsletter, bulletins, overhead presentations as requested by senior staff


• Assists with financial reporting fo...