Commercial Lines Administrative Assistant
Summit Employment Professionals, Wichita, Kansas, United States, 67232
Forward emails received by CLRequests
New Business
Create new customer in AMS, add to new biz log, create apps in AMS and attach everything in AMS
MVRs
Pulling MVRs for Stanion Adding/Deleting drivers as requested by Stanion Updating AMS to match
Doc Pulls
Pulling all endorsements, cancellations, etc. as available from carrier websites
Incoming Mail
Daily opening, processing, scanning of office mail
Weekly printing of the new biz log and associated documents Renewals
Printing Summary of Insurance Requesting/gathering loss runs Printing driver’s lists, vehicle lists, and cert holder lists to give to Producer Requesting/obtaining current Experience Mod from NCCI
Making sure we receive the requested endorsements Verifying after we receive the endorsement that it is correct Update AMS to reflect the endorsement Policy Delivery
Emailing renewal policies to customers
Renewal List Updates
Monthly updates to team’s renewal spreadsheet using expiration report provided
Answering phones on a rotational basis – maybe 5 – 10 calls a day Creating and entering data into Excel spreadsheets
#J-18808-Ljbffr
Create new customer in AMS, add to new biz log, create apps in AMS and attach everything in AMS
MVRs
Pulling MVRs for Stanion Adding/Deleting drivers as requested by Stanion Updating AMS to match
Doc Pulls
Pulling all endorsements, cancellations, etc. as available from carrier websites
Incoming Mail
Daily opening, processing, scanning of office mail
Weekly printing of the new biz log and associated documents Renewals
Printing Summary of Insurance Requesting/gathering loss runs Printing driver’s lists, vehicle lists, and cert holder lists to give to Producer Requesting/obtaining current Experience Mod from NCCI
Making sure we receive the requested endorsements Verifying after we receive the endorsement that it is correct Update AMS to reflect the endorsement Policy Delivery
Emailing renewal policies to customers
Renewal List Updates
Monthly updates to team’s renewal spreadsheet using expiration report provided
Answering phones on a rotational basis – maybe 5 – 10 calls a day Creating and entering data into Excel spreadsheets
#J-18808-Ljbffr