Jennifer Vaughan

Certificate-Accords 25, 27, 28, C1-105, DB-120.

Assist in compiling all underwiriting info including, but not limited to, running ISO, Property Shark, Marshall & Swift Reports, Spreadsheets and assisting in binding process.

Day to day servicing for Medium to Large book of business in the amount of $10 Million in premium.

Provide certificates and summaries of insurance to clients writing 24 hours of initial requests.

Trained on EPIC Computer System on a computer wide scale as well as helped train staff.

Responsible for issuing ID Cards; Change Request; Requesting loss runs and sending out certificates and no coverage letters; Checking an reviewing policies, audits and endorsements; Running Motor Vehicle reports; following up for cancellations and recommendations.

Maintain all forms of follow ups daily.

Billing agency policies, endorsements and audits.

Daily servicing of new and renewing accounts.

Planned and organized new business and renewal applications

Answered customer inquiries and expediting requests.

Written and verbal communication with clients and underwriters

Checked policies, endorsements, audits, claims runs, billing, etc.

Issued binders, ID Cards, Certificates of Insurance, Schedules, etc.

Planned and organized renewal and new business applications.

Completed summaries of insurance for Account Executives, Producer and policy holders upon request.

Managed daily assistant workflow and phone calls to assist clients and account executives.

Requested Change Request to which included adding all pertinent information needed to add coverage, such as buildings including COPE information, added equipment, vehicles raised and lowered limits.

Communicated daily with underwriter and policy holder to meet their needs.

Ordered loss runs when needed and reviewed loss ratios.

Completed Certificates of Insurance and Auto ID Cards for policyholders.

Billed agency bill policies and check policies for accuracy.

Provided customer service to clients and Producer's.

Completed Certificates of Insurance and Summaries of Insurance.

Requested necessary changes for Producer to Carriers; created Auto ID Cards for policy holders.

Completed Applications and Loss Run Summaries

Invoices Agency policies and endorsements.

Processed endorsements on and off the agency websites and checked again requested changes to prove for accuracy.

Processed Carrier Recommendations along with follow up for completion sto carriers.