Commercial Lines Administrative Assistant

Commercial Lines Administrative Assistant

• Forward emails received by CLRequests

• New Business
  • Create new customer in AMS, add to new biz log, create apps in AMS and attach everything in AMS

• MVRs
  • Pulling MVRs for Stanion
  • Adding/Deleting drivers as requested by Stanion
  • Updating AMS to match

• Doc Pulls
  • Pulling all endorsements, cancellations, etc. as available from carrier websites

• Incoming Mail
  • Daily opening, processing, scanning of office mail

• Meeting Agendas / Reports
  • Weekly printing of the new biz log and associated documents

• Renewals
  • Printing Summary of Insurance
  • Requesting/gathering loss runs
  • Printing driver’s lists, vehicle lists, and cert holder lists to give to Producer
  • Requesting/obtaining current Experience Mod from NCCI

• Endorsements
  • Making sure we receive the requested endorsements
  • Verifying after we receive the endorsement that it is correct
  • Update AMS to reflect the endorsement

• Policy Delivery
  • Emailing renewal policies to customers

• Renewal List Updates
  • Monthly updates to team’s renewal spreadsheet using expiration report provided

• Miscellaneous Tasks (as assigned)
  • Answering phones on a rotational basis – maybe 5 – 10 calls a day
  • Creating and entering data into Excel spreadsheets