Administration

• Assist in supporting the day-to-day service to clients or carriers at the direction of Client Managers
• Process changes to the policies at the direction of the Client Manager
• Send endorsements, cancellations, audits, etc. to the client at the request and direction of the Client Manager
• Follow operating procedures related to file and record maintenance
• Comply with applicable insurance regulations
• Review policies received from carriers for specifications compliance
• Expedite with insurance carriers needed corrections to policies received
• Process or prepare endorsements and applications
• Order policies and other required insurance documents
• Update client’s loss history and exposures
• Prepare schedules of insurance coverage and correspondences on routine insurance matters
• Update applications and schedules at the Client Manager's request
• Rate and issue company specific endorsements

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