Customer Service & Account Executive Support

• Collaborating with the BSAA Personal Insurance team, proactively obtains underwriting information from potential and renewal clients
• Demonstrating and applying knowledge of binding authorities & insurer portals
• Creating and sending submissions to underwriters (where re-marketing is required)
• Liaising with clients on the status of their request for coverage or renewal
• Presenting quotes and/or renewals and endorsements to client, obtaining orders and binds coverage with underwriters
• Maintaining a technical and service-oriented relationship with the clients and underwriters
• Keeping Account Executive(s) up to date on the status of client accounts
• Providing friendly, professional service to customers and internal stakeholders
• Handling routine customer and Account Executive inquiries/concerns in a timely manner and to an agreed upon Practice Group...