Assistant
The Hilb Group DBA All Lines Insurance Group
Clearwater, FL
01.2019 - 06.2021
- Pulling reports and maintaining files in Applied Epic
- Issuance of Certificates & Evidence of Insurance in a timely manner
- Filing of policies and distribution to insured & third parties
- Email & Phone Communication with Insureds and third parties
- Maintaining and updating Policy information online for IPFS
- Pulling communication from various brokers and carriers to file and send to Insured
- Answered incoming phone calls to process requests, transfer calls, or relay messages to appropriate personnel.
- Greeted guests in with friendliness and professionalism.
- Monitored and ordered supplies and materials to keep office well stocked.