Delegating other agents and entry level employees on tasks for servicing prospective and existing clients. Managing the sales and service of policies for individuals and businesses, an extensively diverse customer base. Under my guidance this is done with great efficiency and dedication to compliance with federal and state insurance regulations. I enjoy handling these duties in conjunction with my responsibilities as Property and Casualty Agent and Renewal Analyst.
I settle appointments with policyholders for quoting, selling and issuing property and casualty policies and surety bonds. This includes a very broad range of clients for business and personal insurance. I interpret coverage terms during the quoting process and after issuing policies. I translate the applying and excluded coverage within policy language during claims and for hypothetical situations. I meet with insurance company marketing representatives for the purpose of negotiating new business and existing policy retention incentives. This includes some negotiation of terms involving bonuses and commission.
I thoroughly review renewal offers for personal and commercial property, liability, package policies and surety bonds. I maintain a running list of policy expiration dates through a database calendar. I also take in renewal review requests directly from policyholders and insurance company underwriters. I manage how renewals are offered to the policyholder(s).
During the time frame of this position I had direct communication with a large customer base, in person and by phone and email. I set up appointments for agents meeting with policyholders. I created invoices, applied payments and tracked the billing of new policies and renewals, including for life and health insurance. I took in requests for policy changes. I filed claims including employer accident reports. I issued certificates of insurance and provided other forms of proof of insurance to policyholders, claimants, defense attorneys, insurance companies, property owners and municipalities.
I also reviewed detailed property inspections and assisted in the remediation of any needed repairs through information obtained from policyholders, contractors and in field observation.
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