Insurance Carrier Services
February 2012 — Present
- Support Client Service Representatives through obtaining renewal quotes and marketing accounts to appropriate insurance carriers.
- Create and issue certificates of insurance and insurance disclosure forms
- Processing and analyzing information and research to support sales and renewal team to provide accurate and adequate coverages for each individual client.
- Assist New Business Development Brokers in matching insurance carriers and their specific underwriting guidelines fit with potential new clients.
- Create and maintain organized spreadsheets which reflect accurate snapshot of each client
- Maintain relationships with insurance carriers to ensure effective, professional relationships
- Data organization and data entry