SafeGuard Insurance Agency

Insurance

• Coordinate day to day service needs for clients
• Coordinate marketing for new and renewal coverages
• Coordinate preparation of summaries of insurance, schedules, loss summaries, proposals
• Coordinate claim and cancellation activities for client
• Maintain client files and ensure accurate account information
• Assists in developing strong carrier relationships
• Identify and request renewal exposures from client
• Prepare final submission for new and renewal marketing
• Correspond with carrier underwriters
• Review/Summarize new and renewal quotations
• Finalize new and renewal proposals
• Coordinate binding of coverage
• Complete Coverage Review/Checklists
• Overall responsibility of ensuring coverage is placed correctly
• Complete policy checklists
• Create Loss Summaries
• Validate audits and prepare for delivery
• Manage clients’ accounts receivable
• Issue and quote premium finance agreements
• Complete final review of policy documents and coordinate delivery to client
• Generate Agency Fee agreements when necessary
• Deliver policy documents to client
• Client contract review if needed
• Manage and develop the overall strategy for the account with insurance & non-insurance risk transfer techniques including placement of insurance policies
• Identify opportunities for expanded business through gaps in coverage and program improvements

Insurance Agent