- Combination of data entry, research, and administrative support duties.
- Ensure all customers/clients receive the highest level of service by answering inquiries and resolving issues, primarily through email and Monday Boards.
- Respond to basic inquiries from Brokers, agents, and customers/clients concerning a policy status or billing error.
- Ensures that all relevant requests are promptly addressed and accurate information is effectively communicated to the client.
- Ensuring the accuracy of all updates made to client payment information, billing plans, effective date changes, and endorsement...