Providing full administrative support for insurance operations, specifically in commercial lines.
My responsibilities include:
- Preparing quotes and proposals
- Checking policies
- Handling Certificates of Insurance (COI)
- Processing endorsements and policy changes
- Quoting through First Insurance Funding
- Generating MVR reports and Acord forms
- Coordinating with multiple carriers for quotes
- Requesting and organizing loss run reports
- Processing a Broker of Record (BOR) Letter
Tools I use:
AMS 360 (basic), Microsoft Office (Word, Excel, PowerPoint), Outlook, Teams, Google Chat, Zoom, Basic navigation of EZ Lynx, Image Right, Docusign, Adobe Acrobat.
