EA/AA Job Description
Set up renewal submissions in AMS360. (Minimum 3 years AMS360 experience REQUIRED)
Deliver Certificates of Insurance
Request renewal application and list of necessary documents from incumbent carriers/wholesalers.
Assist the Account Manager in collecting renewal information.
Follow up with markets during the quote/underwriting process at the direction of the Account Manager to ensure that we are meeting the necessary time frames established.
Check policies for accuracy, issue binders, process invoices and set up files.
Order loss run
Customer Service
Fully committed to the needs of the client.
Consistent and continuous service to the client and carriers.
Works with a sense of urgency as required to meet objectives
Acts in a diplomatic manner and responds promptly to customer needs.
Process endorsements as assigned
Process endorsements through carriers and AMS360
Process data into agency management system adhering to agency protocols and guidelines
Process Certificates, including Certificate template set-up & update at renewal
Issue Evidence of Property Insurance as assigned by AM or front desk
Send change requests to insurance carriers as requested by AM
Manually renew policies and changes that are not downloaded by the carrier as assigned by account manager
For downloaded policies, confirm that a policy or endorsement has been received and accurate
Track non-payment pending cancellations for client commercial policies
The front desk receptionist will print/email them to you for contact and follow-up
Checking carriers for underwriting memos and resolving in collaboration with AMs
Miscellaneous projects as assigned
Core Values
We Care About People
Courtesy respect and genuine concern for the well-being of others are central to everything we do. We care about our WMW Team, our family of clients, and our community.
We Value Personal Initiative
We believe in the hustle, hard work, and accountability. The team will pursue both personal and professional growth because WMW has big goals and we can’t achieve our larger goals unless our team is intentional.
We Value Trust and Integrity
We believe trust is made up of both competence and character. We value and intentionally foster an environment of trust within our company and without clients.
Critical Competencies
We created a list of critical competencies. This list should be pared down. They are the key competencies that the role needs for the team member to be successful.
Efficiency
Able to produce significant output with minimal wasted effort.
Honesty/Integrity
Do not cut corners unethically. Earns trust and maintains confidence. Do what is right, not just what is easy.
Organized & Planning
Plans organizes and schedules in a productive manner. Focuses on key priorities.
Aggressiveness
Moves quickly and takes a forceful stand without being abrasive.
Follow-Through
Lives up to verbal and written agreements, regardless of personal costs.
Intelligence
Learn quickly. Demonstrates ability to quickly and proficiently understand and absorb new information.
Persistence
Demonstrates tenacity and willingness to go the distance to get something done.
Proactivity
Acts without being told what to do. Bring new ideas to the company.
Flexibility/Adaptability
Adjusts quickly to changing priorities and conditions. Copes effectively with complexity and change.
Calm Under Pressure
Maintains stable performance when under heavy pressure or stress.
Enthusiasm
Exhibits passion and excitement overwork. Has a can-do attitude.
Work Ethic
Possesses a strong willingness to work hard and sometimes long hours to get the job done. Has a track record of working hard.
High Standards
Expect personal performance and team performance to be nothing short of the best.
Openness to Criticism and Ideas
Often solicits feedback and reacts calmly to criticism or negative feedback.
Listening Skills
Let others speak and seek to understand their viewpoints.
Communication
Speaks and writes clearly and articulately without being overly verbose or talkative. Maintains this standard in all forms of written communication, including emails.
Teamwork
Reaches out to peers and cooperates with supervisors to establish an overall collaborative working relationship.
Persuasion
Able to convince others to pursue a course of action.
***Follow these steps to be considered in the Initial interview:
Send me your updated resume and voice recording stating your previous work experience, internet service provider, and something interesting about yourself at
APPLY FOR THIS JOB:
Company: Remote Workmate
Name: Peter
Email: