Process and maintain Personal Lines and Commercial Lines insurance transactions.
Review and process insurance applications, policies, endorsements, and related documents.
Assist with current business, renewals, endorsements, cancellations, reinstatements, and policy changes.
Prepare and process ACORD forms and other insurance documentation.
Process Certificates of Insurance (COIs) and related requests.
Assist with insurance quoting and submission preparation.
Review policy documents for accuracy and completeness.
Perform policy checking and identify discrepancies or missing information.
Process renewal-related activities and maintain renewal workbooks.
Retrieve and organize insurance documents from carrier and client portals.
Perform data entry and maintain accurate information in Agency Management Systems (AMS).
Index and upload documents according to client-specific procedures.
Maintain accurate records and follow document-management standards.
Follow client-specific SOPs and workflow instructions.
Complete assigned tasks within defined turnaround times (TATs).
Coordinate with team members and supervisors to resolve processing issues.
Escalate exceptions, discrepancies, and unclear requirements to the appropriate team member.
Maintain confidentiality and security of client and policy information.
Perform quality checks before completing or submitting transactions.
Meet daily productivity and quality targets.Role & responsibilities