ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

1. Evaluate policies, endorsements, audits, cancellations, etc., resolve any discrepancies and make changes as needed.

2. Review and process policy servicing requests (endorsement, audits, Company requests, Certificates, Premium Finance Notices and Cancellations, etc.).

3. Manage file and account documentation.

4. Invoice and process new business and renewal binders, premium bearing endorsements, and cancellations according to internal and carrier guidelines.

5. Establish New Submissions in the clearance system and handle according to established procedures.

6. Produce cancellation and non-renewal notices according to statutory and contractual requirements.

7. Manage underwritin...