Caryn Smith

Hub International

San Clemente

06.2015 - Current

Create General Liability and Workers Comp renewal proposals.
Oversee new business development and customer servicing.
Oversee renewals to ensure they are bound correctly
Liaised between clients and their carriers.
Contributed to annual revenue goals by selling new services and developing new accounts.
Oversee the inspection department. Ensuring that each client is in compliance with the carriers requests
Oversee communications with the finance company ensuring that each account is current and contact the client for payment if needed
Assist clients in processing their payments
Manage renewal and new business processing
Process incoming mail
Answer incoming calls and complete the insureds request
Create and Issue certificates to the insured and their Additional insured as well as certificate requests from banks
Receive and process all Claims
Communicate with the finance company for payments, PFA executions, ACH requests
Update applications for insureds with the carriers preferred application
Manage renewals and ensure the insured has returned their signed documents and payment before their renewal date
Bind coverage once documents and payment are received
Maintain positive relationships with clients with prompt communication and service.
Answer any questions from the insured regarding their coverage
Manage all loss control surveys and recommendations. Make certain that the insured remains in compliance with the carriers requests
Assist clients in processing their payments