Assist with the development of new and renewal business in the Broker/Agent Division, including proposal and policy issuance activities, review of submissions for completeness, and additional follow‑up with producers as directed. Assist in the development of the sales proposal components. Communicate new account and renewal information to affected departments and personnel. Assist in resolving customer service issues and address unique service requests from producers and policyholders.
DUTIES AND RESPONSILBILITIES
New business and renewals
Assist in the development of new and renewal business, gathering and reviewing preliminary information for underwriting (including risk management); pricing, products, line services, and new markets; corporate services; accounting; and claims responses and coordinating proposal and policy issuance activities with internal departments.
Review producer's submission and follow up to ensure that complete and accurate information is received. Maintain Division 30/35 Prevail information to ensure accuracy of risk. Submission items to review may include:
Assist in the distribution of submitted information to Broker/Agent Division underwriting and service teams.
Work with Underwriting (including Risk Management); Pricing, Products, Line Services, and New Markets; Corporate Services; Accounting; and Claims to develop the components of the sales proposal, including pricing, unique coverage, and service offerings.
Prepare proposals and assist in communication to the producer.
With direction from the Underwriter and Broker/Agent Senior Support Specialist, process new and renewal business, including endorsements, annualizations, and transactions accurately and within established time frames.
Work with Document Services to issue and print the policy form/jacket; deliver the policy to the producer and/or policyholder.
Establish and maintain relationships with customers and brokers.
Service
Miscellaneous
ESSENTIAL FUNCTIONS
Required Skills
Required Experience
EDUCATION
Church Mutual Insurance Company is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.