Kempee

• Assist brokers and account managers with daily administrative tasks

• Prepare and process Certificates of Insurance (COIs) accurately and promptly

• Support policy renewals, endorsements, and new business applications

• Review insurance documents for accuracy and completeness

• Manage client records and update information in the agency management system (AMS)

• Communicate with clients, carriers, and underwriters via email and phone

• Follow up on pending quotes, renewals, and required documentation

• Organize and maintain digital files and policy documents

• Provide quoting support by gathering necessary underwriting information

• Ensure compliance with company standards and insurance regulations

• Handle invoicing support and assist with billing inquiries

• Track tasks, deadlines, and workflows to ensure timely completion

• Quoted and bound policies for various lines of commercial insurance, including General Liability, Workers Compensation.

• Assisted clients in identifying appropriate coverage and ensuring compliance with carrier and regulatory requirements.

• Coordinated with underwriters and brokers to secure competitive quotes and negotiate favorable terms for clients.

• Processed policy renewals, endorsements, and certificates of insurance (COIs).

• Maintained excellent client relationships through consistent communication and professional support.

• Ensured all client files and documentation were accurately completed and compliant with company standards.

• Quoted and bound policies for various lines of commercial insurance, including General Liability, Workers Compensation.

• Assisted clients in identifying appropriate coverage and ensuring compliance with carrier and regulatory requirements.

• Coordinated with underwriters and brokers to secure competitive quotes and negotiate favorable terms for clients.

• Processed policy renewals, endorsements, and certificates of insurance (COIs).

• Maintained excellent client relationships through consistent communication and professional support.

• Ensured all client files and documentation were accurately completed and compliant with company standards.

• Experienced Commercial Insurance professional with a strong background in remote support and quoting various commercial insurance lines.

• Comfortable managing the entire process—from gathering information and quoting to binding and issuing policies.

• Skilled at preparing and reviewing ACORD 125, 126, and 140 forms, Statements of Values (SOVs), rating policies, and submitting detailed applications to underwriters.

• Comfortable talking directly with underwriters, whether for direct carriers or surplus lines.

• Known for making the quoting process smooth and ensuring everything follows carrier guidelines, helping get policies issued quickly and keeping insureds satisfied.

• Assisted clients with online banking account inquiries, providing clear and accurate support.

• Applied Know Your Customer (KYC) procedures to verify identities, prevent fraud, and routed cases to fraud management when necessary.

• Handled insurance claims by digging into the details to figure out coverage, loss, and liability.

• Worked closely with clients, agents, attorneys, police, and medical staff throughout the claims process.

• Helped supervisors with planning and problem-solving to keep things moving smoothly.

• Kept track of legal and medical updates, documented everything accurately, and followed up to make sure claims were resolved quickly and correctly.

• Helped customers by presenting and promoting products and services with clear, convincing info.

• Looked at their needs and budget to find the best fit.

• Built good relationships with clients and kept in touch.

• Reached out to new leads through cold calling and worked with the team to close deals.

• Quickly handled any customer problems to keep them happy and hit sales goals on time.

• Kept an eye on overdue accounts and reached out to customers to collect payments or set up payment plans.

• Used different tools like credit reports and online searches to track down customers who'd moved or changed numbers.

• Logged all contacts and payments, handled billing questions or issues, and shared regular updates on unpaid accounts and payment progress.

• Kept track of overdue accounts and reached out to customers to collect payments or set up payment plans.

• Used credit data, online searches, and other tools to find customers who'd moved or changed numbers.

• Logged all contact attempts and payments, helped resolve billing questions, and sent regular updates on unpaid accounts.

• Helped customers with questions about products and services.

• Processed orders and handled transactions smoothly.

• Fixed problems and troubleshooted technical issues when they came up.

• Shared info about what the company offers and reached out to customers to keep them engaged.

• Took care of complaints and gathered feedback to help improve things.

• Spent time with clients, helping with transportation to appointments and errands.

• Assisted with medications, meal prep, and light housekeeping.

• Helped with bathing, dressing, and moving around, while following care plans.

• Kept records and stayed in touch with families and team members.

• Encouraged social activities and made sure the home was safe and comfortable.