Performs tasks related to the quoting, binding and servicing of new and renewal accounts to assist with serving clients.
helps develop new products by keeping management aware of client's needs.
assists with responding to client requests for information, coordinating with other departments as necessary, and clearing with broker.
updates more senior-level brokers and supervisors on issues, progress etc, regularly and upon request to assist the broker with serving clients.
assists in the timely production of placement slips, cover notes, and policies and in tracing payment and collecting of premiums to provide quality deliverables to clients.
maintains business relationships to better serve clients.
trains new employees and monitors workflow to ensure the group runs smoothly.
may analyze documents and bond forms, as well as banking terms and conditions.
may examine and interpret the terms and conditions of general agreement of indemnity required to be executed by clients to support all surety transactions.
may analyze financial statements for all industries with specific knowledge of each industries unique financial metrics.