Detailed analysis and processing of commercial insurance applications
- Making updates to certificate management system and issuing certs
- Premium calculations and generation of quotes & binders using carrier quote management systems
- Detailed loss analysis & preparation of loss projections and client reviews
- Issuance of policies using carrier policy management systems; endorsements to existing policies throughout the policy term
- Policy administration using agency management systems with adherence to service calendars
- Make relevant updates in certificate management system and issuance of proof of coverage and other certs
- Conducting policy and premium audits at expiration / cancellation
- Resolution of queries through interaction with on-site team
Generation of reporting & analytics for use in future decision-making
