ESSENTIAL DUTIES AND RESPONSIBILITIES 

• Process and provide endorsement requests:
  
  • New and Renewal Business – bind, issue certificates, and Auto ID Cards.
  • Daily Certificate Requests.
  • Audits.
  • Monthly Reports.
  • Policy Booklets.
• Prepare and issue pre-renewal summaries.
• Order Loss Runs & prepare premium & loss summaries.
• Perform other tasks as assigned by members of the account team, including Account Manager, and management

EDUCATION AND/OR EXPERIENCE                

• High school diploma or general education degree (GED).
• 3+ years of related experience and/or training.
• Equivalent combination of education and experience.

CERTIFICATIONS, LICENSES, AND REGISTRATIONS 

• Appropriate insurance licenses in each state where business is being solicited.

REQUIRED TESTING

• Microsoft Word
• Excel
• Typing
• Alpha/Numeric Data Entry
• PowerPoint