Big I Kentucky

Insurance

• Assist account managers with servicing claims, billing inquiries, late payments, cancellations, non-renewals, refinancing, etc.
• Process requests for auto ID cards, evidence of insurance, certificates of liability, etc.
• Send updated auto ID cards to renewing clients.
• Process endorsements/change requests upon renewal and throughout policy year.
• Create applications/cancellation requests for new or existing policies.
• Assemble/mail renewal materials and policies to clients.
• Help develop and prepare marketing and renewal proposals for clients and prospects, including summaries of insurance.
• Assist account manager in renewal evaluations, including highlighting coverage and pricing differences year over year.
• Learn the quoting systems of the various insurance companies utilized to assist Account Managers in quoting, renewal assembly, billing, etc.
• Process incoming electronic mail/emails – attaching appurtenant information to client in EPIC.
• Promptly answer and return phone calls.
• Process “agency billed” items for clients.
• Seek ways to improve overall efficiencies and processes within the department.

Business Insurance Service Specialist