Provide and/or assist with audits, binders/invoicing, and endorsements through managing all company correspondence in a timely manner.

Respond promptly to all requests from brokerage team, underwriters, retailers, or managers regarding account servicing issues.

Develop a professional rapport with clients and underwriters to enhance new and ongoing business relationships.

Follow departmental procedures with accuracy, efficiency, and meeting compliance standards.

Act as liaison between clients and the underwriter to manage all account documentation.

Initiate cancellation and non-renewal notices according to statutory and contractual requirements.

Maintain suspense system and follow-up for receipt of policies, endorsements, inspections reports, correspondence, claims, etc. from outside sources.

Maintain current knowledge of the insurance industry through attendance of virtual workshops, seminars, literature reviews and/or formal continuing education.

Inspections ordering.

Order renewals in company portal.

Other duties as assigned.