Lockton
Description: * Receives and responds to routine Client's inquiries, maintains documentation of communications, existing issues, and issue resolutions, referring complex inquiries to more senior staff * Prepares written correspondence and makes telephone calls to underwriters as requested by senior staff * Reviews and processes policies and endorsements for accuracy of coverage, policy, content, and form completion * Evaluates proposal policies with criteria outlined in check list and notifies more senior staff of any missing items or area of concern * Assists in the renewal process by requesting and gathering enrollment, volume, benefit summary reports * Helps produces employee communications such as newsletter, bulletins, overhead presentations as requested by senior staff * Assists with financial reporting for renewals by gathering and compiling Client details * Executes any requested changes on policies * Periodically assists in loss-run requests * Extends expiring binders as requested by senior staff * Responds to and fulfills the requirements generated by the Renewal Assistance Program report and then updates the report when a task is completed * Assistants in the upkeep of carrier product information * Enter data into data management system and audit for accuracy, completeness, and conformity to established procedures * Maintains and keeps records of Clients * Compiles preliminary numbers for promulgating experience modification, and orders worksheets * Issues and processes Client invoicing * Assist is the research of invoice and billing errors * Acquires an understanding of insurance brokerage business and account servicing processes * Researches industry trends and governmental regulations * Performs other responsibilities and duties as needed