Customer Service/Unit Functions:
- Answer incoming calls to unit; handle customer requests or route to proper person
- Be sure claims get to proper person in Claims Department
- Issue certificates of insurance, auto I.D. cards
- Handle daily correspondence through AMS form letters or compose letter for approval of AE/Producer
- Send endorsement requests to company
- When received, check endorsements for accuracy and forward to insured
- Work daily mail
- Activity (suspense) documentation and follow-up
- Scan documents
Account Services:
- Prepare accounts for marketing
- Request renewal quotations from companies on certain policies
- Prepare Summaries of Insurance
- Prepare proposals with assistance from Account Executive
- Run MVR’s
- Have required forms signed by insured (UM forms, affidavits, Consent to Rate forms, etc.)
- Request loss runs from company
- Issue finance agreements
- Check and bill audits
- Handle Cancellation Notices
- Obtain Flood insurance quotes
- Prepare Flood and Bond renewals (completing applications, etc.)
- Premium breakdown and analysis