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 requests...