Position Summary

Receives guidance and/or direction, to provide support to Client Managers and/or Client Advisors, by following established workflows and procedures on routine work including ALL primary activities listed below.

Primary Responsibilities 

Setup and maintain accurate account details, contacts, and policy information in EPIC

Process renewals, endorsement, acknowledgments, cancellations and proofs of insurance

Attach, organize, and name documents in EPIC

Initiate endorsements, proofs of insurance and invoices

Leverage templates and system generated letters and forms to produce standard communications to clients and carriers, including BOR, client pre-renewal letters, proposal letters, change request, etc.

Create activities in EPIC and assign to applicable team member

Other Responsibilities, as applicable

May pull items such as MVR, CLUES, Risk Meters, RCE etc.

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