Job Details

About the Role

Process certificates from start to finish in AMS360, ensuring all coverage requirements are met and managing various tasks related to endorsements, audits, claims, and policy checking.

Responsibilities

• Review requirements to make sure certificate shows all coverages required
• Alert Account Managers if coverage does not meet certificate requirements
• Attach certificate request/copy of certificate in Paperwise/TAM
• Send certificate spreadsheet to insured 30 days prior to renewal and update AMS360 as necessary
• Process certificate renewals once Account Manager sets up templates, including sending zip file to insured
• Request changes from carriers via online or email
• Update current and future (if applicable) applications in AMS360 with changes
• Create endorsement task and attach Insured's change request as received from Account Manager
• Process endorsements and create endorsement letter within 30 days of receipt
• Process 6 month audit letters, mail/email to insured
• Process Final General Liability & Work Comp audit letters within 48 hours of receipt, mail/email letter to insured
• Order loss runs on a monthly basis per list received from Account Managers
• Gather and attach loss runs in ImageRight upon receipt from carrier(s)
• Notify Account Manager when loss runs are complete, deliver request form to AM
• Create Acord loss form in AMS360 and task in ImageRight
• Notify/Process claim with carrier(s) within same day as received from Account Managers
• Follow-up with Adjusters periodically throughout claim, alert Account Managers of any changes/updates
• Check policy for accuracy via Policy Checking Form within 30 days of receipt
• Notify Account Managers of any errors
• Request any necessary changes from carriers
• Complete policy checking task in ImageRight, attach policy
• Create policy letter when requested by Account Manager
• Mail/email policy with letter once reviewed by Account Manager
• Attach invoices in ImageRight

Required Skills

EDUCATION & EXPERIENCE REQUIRED:

• High school diploma or equivalent
• Proficient with MS Office Suite
• Exceptional telephone demeanor
• 1 – 3 years' experience in a similar position
• License or Designation preferred

Pay range and compensation package

$23 -$26/hour

Equal Opportunity Statement

We are committed to diversity and inclusivity.