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Participate in a role supporting a Trucking broker by providing service after the sale to the client
Work closely with Underwriters and underwriting assistants at the carrier level
Enter data and rate quotes in carrier portals specializing trucking and transportation business
Quote and activate Premium Finance Agreements as requested by client
Order Inspections at time binding if required by the carrier. Diary for follow up if needed
Handle midterms change requests with our retail agents and carriers
Request quotes and binders from carriers and deliver to retail agent
Review the policy for accuracy against carrier generated quote and binder
Diary for missing items at time of binding.
Complete Surplus Lines Tax Forms and deliver to the client
Work with internal accounting department if needed to determine outstanding balance from insurance agent
Document file as to communication between our clients and insurance companies
Handle the renewal process by obtaining and delivering quotes
Create and modify documents in Word, Excel, Adobe and Image Right
Assists with work overflow and contribute to team efforts by accomplishing related results as needed
Performing clerical functions
Handle requests for information and data
Resolve administrative problems and inquiries
Required Experience
Knowledge of transportation coverages; Auto Liability, Auto Phys Damage, Motor Truck Cargo, Umbrella, Contingent Cargo, Contingent Liability
Computer skills and knowledge of relevant software including Microsoft Office products
Knowledge of operation of standard office equipment
Knowledge of clerical and administrative procedures and systems such as filing and data entry
Qualified candidates will be licensed and at least three years related insurance experience and / or training.
Prior experience working with trucking and transportation insurance companies is preferred
Required Software or Technical skill
Strong verbal communication skills, administrative or general office writing skills, Microsoft Office skills, organization, and attention to detail, analyzing information, professionalism, problem solving