Key Responsibilities:

• Process policy changes, endorsements, and updates accurately and efficiently.
• Manage routine client communications regarding policy documents and administrative needs.
• Maintain thorough and organized records of all client interactions in our agency management system.
• Assist with policy renewals, including gathering necessary information and identifying potential discounts.
• Follow up on late premium payments and ensure records remain accurate.
• Provide administrative support during the claims process.
• Keep client files well-organized and easily accessible for advisors.

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