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Virtual Technical Assistant
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$15 an hour
- JOB TYPE: Full-time ESSENTIAL FUNCTIONS: Data Entry: Import new customer information in AMS360 and PPP Rating (Access) systems as needed.
- Generate various types of policies and forward to brokers: Issue policies when indicated in the Processing Task File in Image Right and invoice accordingly.
- Bind Chubb Low Limit Umbrella and CNA’s Boiler and Machinery accounts: As indicated in the Tasks, forward binding documents to Chubb/CNA and obtain a policy number.
- For new accounts, move Prospect information to Customer information; and set up policy in AMS360.
- Upon receipt, proofread and request corrections to the carrier, if necessary, prior to sending to brokers.
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