General Purpose
Supports the Commercial Lines staff in servicing Commercial Lines clients
Essential Duties/Responsibilities
Prepares files, including setting up new files (core/permanent), places old files in dead area, sets up client files, and follows CB Insurance T-filing procedures
Orders MVR's and documents appropriate consent forms in Sagitta
Processes monthly reports, checks rates & calculations for accuracy, verifies that report limits do not exceed policy limits
Checks policies and verifies all forms and endorsements lists on declaration pages are included with policy
Issues Auto ID cards
Requests endorsements and enters detail in the system, completes change requests and documents appropriately in Sagitta, follows up on open endorsements
Processes endorsements, verifies for accuracy, sends letters to insureds, prepares invoices and closes diaries
Keeps Account Executives informed
- China jobs
- India jobs
- United States jobs
- Indonesia jobs
- Brazil jobs
- Pakistan jobs
- Bangladesh jobs
- Russia jobs
- Nigeria jobs
- Japan jobs
- Mexico jobs
- Philippines jobs