Certificates of Insurance (COI):
Prepare and issue certificates of insurance promptly and accurately.
Respond to COI requests from clients, brokers, and third parties.
Maintain a database of certificate holders and ensure compliance with client requirements.
Quoting New Business:
Collect and review required information for quoting (driver info, loss runs, vehicle lists, etc.).
Submit quote requests to appropriate markets and carriers.
Compare quotes and highlight coverage differences for producers or clients.
Follow up with carriers to ensure timely responses.
Binding New Business:
Complete and submit binding documentation for new accounts.
Verify all required documents are signed and properly executed.
Coordinate with underwriters to confirm binding and policy issuance.
Ensure all bound policies are correctly entered into the management system.
