●Process and review New Business policy declarations, update Epic.
● Contract reviews and requirements for various certificates of insurance.
● Monitor and process incoming email- certificates email box.
● Process small & large business endorsements, direct bill & agency bill.
● Provide support to Account Managers and Producers in various special projects.
● Back up Surety Bonds- Tenders, Prequals and use various portals for uploading Tenders.
● Process payments/accounts receivable