- Assists clients in making appropriate coverage changes (low limits, missing coverages and other account deficiencies), makes each contact a marketing opportunity.
- Informs and educates clients about coverage, exclusions and exposures; documents electronic files accordingly.
- Explains audit procedures to clients and reviews interim reports for credibility and coverage adequacy. All audits paid or returned to carrier on time.
- Provides technical support to Account Executives (coverage-wise, with proposal, suspense items etc.) to help clients and reach agency's business goals. Act as back-up if Account Executive is unavailable.
- Checks all carrier/broker produced documents for accuracy. Communicates with and secures corrections from all carriers/brokers on incorrect items in a timely manner.
- Follows-up on delayed new, renewal and change declarations from carriers/brokers.
- Prepares proposals and applications, submits them to insureds and carriers, obtains clients' signatures on all applications, and follows up to ensure timely responses, all in conjunction with Account Executive.
- Prepares summaries of insurance schedules and proposals for account review.
- Invoices transactions that are received by carriers and brokers.
- Responds to clients' needs by producing binders, certificates, policies that are not marketed, providing assistance with claims and other related items accurately and on time.
- Coordinates all downloaded activity from carriers and handles invoicing per agency guidelines for downloaded transactions.
- Maintains electronic files accurately and consistently. Processes incoming mail requests accurately and swiftly. Mail is handled on date received.
- Handles interactive interface with all carriers.
- Verifies accuracy of all cancellations, taking corrective action when necessary; uses agency credit and collection policies on all transactions; reviews walk-in payments. No over 90 days receivables.
- Is punctual in reporting to and contributes positively at all meetings.
- Contributes to the department by backing-up members of the team that are absent.
- Returns all phone calls promptly, preferably the day they are received in a courteous and professional manner.
- Contributes to team productivity by initiating problem resolution, project and transaction completion.
- Keeps peers and management properly informed.
- Seeks referrals from client base and follows-through to get new accounts.
- Remarkets, contacts clients and follows-up in conjunction with producers, renews policies by agency standards.
- Visits appropriate clients in person.
- Assists in design of or independently designs insurance plans for clients.
- Assists or completes other tasks as directed by agency management..
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Description
Wentworth - DeAngelis Inc. is a locally owned and operated Insurance agency that is integrated into the fiber of its community.
Our mission is to provide a broad range of insurance products to protect our client's possessions, businesses, group and individual health and life at a fair price and to back it up with service delivered by insurance professionals.
We believe in supporting our community that makes us successful by giving back financially and volunteering freely to the organizations that assist others that are less fortunate.
Job Knowledge
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Operational Responsabilities
Communications and Team Relations
Productivity
