Upload New Business & Endorsements into Insurance Company's Broker Portal in a timely manner.
Follow up on incomplete Underwriting information with Broker(s)/Producer(s).
Follow up on incomplete uploads with Insurance Company's Underwriter.
Forward New Business Payments to Insurance Company, along with proper Broker Memo, incld. Policy#.
Training/Seminars mandatory as arranged by Management.
Processing/Inputs within Binding Authority level assigned to TSR, unless otherwise specified by Managers' discretion.
Review for accuracy, coverages, discounts, etc. as per broker specifications
Contribute to PI Team requirements and special projects.
Other duties to be assigned.
Personal & Organizational
Development:
Keeps informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance.
Demonstrate professionalism in all internal and external communications, projecting a positive image for the company.
* Demonstrate a positive and professional relationship with team members, clients, and professional contacts.
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