Description

• Accurately and efficiently process incoming endorsement requests.
• Monitor and follow up on open underwriting items and correspondence to ensure timely resolution.
• Track and follow up on home appraisals to ensure adherence to critical recommendations.
• Maintain thorough and accurate records of all communications in the agency management system.
• Provide exceptional service by answering incoming calls during peak call volumes.
• Work closely with the sales team to achieve department sales goals and contribute to overall team success.
• Effectively manage multiple responsibilities and prioritize tasks to meet business objectives.
• Ensure prompt and high-quality service delivery, meeting all Service Level Agreement (SLA) objectives.
• Manage email inbox.

• Maintain accurate and up-to-date records of agent interactions, policy servicing activities, and account information within the agency management system (AMS).
• Adhere to established workflows, compliance requirements, and quality standards to ensure consistency and regulatory compliance.
• Recommend improvements to processes that enhance operational efficiency, productivity, and overall client satisfaction.