- Receive renewal applications and supporting documentation from the marketing coordinator.
- Submit applications and supporting documents to the carriers identified by the marketing coordinator.
- Coordinate with underwriters about additional information requests and pass those requests to the marketing coordinator.
- Update AMS360 with renewal proposal status and save communications in the correct policy-year files.
- Use AMS Suspense to manage workflows.
- Prepare draft proposals using the appropriate template for the marketing coordinator.
- Highlight significant changes in premium or coverage for marketing coordinator follow-up.
- Maintain effective communication and coordination with staff and management.
- Complete assigned documentation accurately and on time.
Attention to detailOrganizational skillsAccount Management