Stephanie Calo

• Market new business, renewals, and non-renewals for Commercial business
• Choose insurance carriers &/or brokers to approach
• Prepare list of information and supplement application needed for the Producer and Account Manager
• Email complete submission to carriers &/or quote on carrier's portal
• Attach all correspondences in EPIC to open activity
• Follow up for quotes
• Negotiate premiums, insurance terms, and conditions with carrier & broker underwriters
• Compare renewal to expiring terms and conditions
• As quotes, and declines come in update excel spreadsheet with results
• Determine which quote is the best fit for the client and propose to Producer and Account Manager
• Email Producer and Account Manager all required documents to be signed and dated in order to bind coverage.
• Only when all signed documents are returned I request coverage bound with the underwriter or bind on carrier's website portal.
• Update EPIC with policies lines bound
• Meet with carrier underwriters, marketing reps, and brokers to learn more about their appetite, guidelines, website portal

• Market New Business for Commercial business
• Producers give me accounts to handle from beginning to end
• Input Acord Applications from notes, dec pages in TAM
• Choose insurance carriers &/or brokers to approach
• Prepare a list of information and supplement application needed
• Email complete submission to carriers &/or quote on carrier's portal
• Attach all correspondences in TAM to open activity
• Follow up for quotes
• Negotiate premiums, insurance terms, and conditions with carrier & broker underwriters
• Update excel spreadsheet with results of quotes and declines
• Determine which quote is the best fit for the client and propose to Producer
• Put together proposal
• Update Acord Applications based on quote to be bound to be signed, dated and yes/no questions answered
• Request finance agreements and invoice them
• Complete Affidavits, TRIA's, and filings
• Bind & issue with standard carriers & brokers
• Complete WC Exclusion forms, LPR's to be signed
• Issue Auto ID Cards, COI's, Evidence of Properties
• Check in policies; if any changes needed send in change request
• Visit prospects to to gather information for quoting and proposing quotes.
• Meet with carrier underwriters, marketing reps, and brokers to learn more about their appetite, guidelines, website portal

• Market New Business
• Producers give me accounts to handle from beginning to end
• Input Acord Applications from notes, dec pages in TAM
• Choose insurance carriers &/or brokers to approach
• Prepare a list of information and supplement application needed
• Email complete submission to carriers &/or quote on carrier's portal
• Attach all correspondences in TAM to open activity
• Follow up for quotes
• Negotiate premiums, insurance terms, and conditions with carrier & broker underwriters
• As quotes, and declines come in update excel spreadsheet with results
• Determine which quote is the best fit for the client and propose to Producer
• Put together proposal
• Update Acord Applications based on quote to be bound to be signed, dated and yes/no questions answered
• Request finance agreements and invoice them
• Complete Affidavits, TRIA's, and filings
• Bind & issue with standard carriers & brokers
• Complete WC Exclusion forms, LPR's to be signed
• Issue Auto ID Cards, COI's, Evidence of Properties
• Check in policies; if any changes needed send in change request
• Visit prospects to to gather information for quoting and proposing quotes.
• Meet with carrier underwriters, marketing reps, and brokers to learn more about their appetite, guidelines, website portal

*Marketing new business for assigned Producers

*Input Acord Applications in AMS

*Quote on-line & submit to carriers

*Negotiate premiums

*Put together proposals

*Bind & issue with standard carriers and E&S brokers

*Visit prospects to gather information for quoting & presenting proposals

Marketing Manager

• Contact and secure appointments for agency
• Meetings with Marketing Reps to discuss appetite
• Training of carrier quoting sites for internal staff

Commercial Lines Account Manager

• Servicing book of business for 3 producers
• Processing endorsements
• Checking in policies
• Issue Auto ID Cards, COI's, Evidence of Properties, and Binders
• Audits
• Billing inquires
• Marketing my book of business for new business, renewals, and non-renewals for my 3 producers
• Respond to client inquires on timely basis
• Participate in industry related trade organizations such as PIA and IIA

Commercial Lines Assistant

• Assist Account Managers with mail, filings, COI's
• Put policies in 3 ring binders and mail to clients
• Update system for cancellations and reinstatements
• Pull Direct Bill renewal policies from company websites
• Order MVR's

Rating / Telemarketing

• Rating on company websites
• Cold calling to make appointments for producers
• Answering of phones / switchboard
• Ordering supplies
• Processing out going mail to the Post Office