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Broker Assistant - Commercial Lines Insurance - USA Telecom
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- Title: Broker Assistant- Commercial Lines
- Specific responsibilities include entering data related to client and/or policies; word processing; reviewing policy forms for accuracy; handling transmittals to the client/insured; and providing general office support.
- Live and champion IOA core values at all times, demonstrating the highest level of personal character, integrity, and servant leadership
- Assist in any general office support/administration when requested or assigned.
- Assist with the following tasks accurately and within required timeframes:Process Policy Endorsements and carrier Audits; identify errors and facilitate corrective actions Processing Policy Cancellations, Reinstatements and Lost Policy Releases (LPR)Prepare Check requests, Invoices and Premium Finance AgreementsPrepare Summaries of Insurance
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