Candace Wise Email & Phone Number

Houston, Tx, Us

Houston, Tx, Us

Daytona Beach, Florida, Us

•Monitor/oversee expiration and binder log to ensure renewal of all coverage in a timely manner•Coordinate the receipt of the updated Executive Summary due from the Producer•Prepare submission for Marketing Dept. or incumbent carrier•Submit renewal submission/information to incumbent insurance carrier(s) if account is not being marketed by the Marketing Dept.•Negotiate renewal terms with the incumbent insurance carrier(s)•Review quotes received from incumbent insurance carrier(s)•Prepare and/or Review Renewal Proposal prepared by Account Associate prior to release to Producer and/or Client•Request from insurance carrier(s) that renewal coverage be bound•Oversee the Account Associate performing the renewal procedures upon binding of coverage; assist as necessary to ensure completion in a timely manner•Invoice all renewal policies•Check policies as needed; transmit to client; update AMS•Maintain current Activity log; follows up on open activities and/or oversee Account Associate follow up on open activities•Receive all incoming calls and is the main point of contact for the client in addition to the Producer/Account Executive•Address all client service requests•Assist clients with coverage questions, exposure identification and solutions, billing or carrier service issues•Directly resolve (or oversees the satisfactory resolution of) all client issues or concerns•Account Receivable maintenance, collection and resolution•Set up Master Certificates•Prepare/Issue non-standard Certificates of Insurance

Birmingham, Alabama, Us

*Respond promptly to all requests from brokerage team, underwriters or retailers regarding account servicing issues. *Interact regularly with clients and underwriters regarding policies, recommending additional coverages as needed or requested and respond to queries and concerns ensuring prompt resolution. *Provide and/or assist with quotations for new business, renewals and endorsements through managing all company correspondence in a timely manner. *Develop a professional rapport with clients and underwriters to enhance new and ongoing business relationships. *Manage all account documentation. *Initiate and coordinate renewal activity on assigned accounts. *Initiate cancellation and non-renewal notices according to statutory and contractual requirements. *Analyze policies, endorsements, audits, reporting forms and cancellations and initiate necessary corrections to ensure accuracy of dates, coverage, signature, commission, premium, attachments, etc.*Maintain suspense system and follow-up for receipt of policies, endorsements, inspections reports, correspondence, claims, etc. from outside sources. *Process binders, invoices, and tax filings forwarding the binder and invoice to the agent. *Monitor accounting (payment, collections, taxes, etc.) anticipating and preventing problems when possible. *Assist Associate Brokers and Brokers with duties as needed. *Maintain current knowledge of the insurance industry and sales ideas through regular attendance of workshops, seminars, literature reviews and/or formal continuing education.

Accounts Payable Accounts ReceivableP&L Reports Utilization Reports All New Hire/Termination Paperwork Background Checks/MVR Enrollment for Employee BenefitsEmployee and Payroll Deductions/ChangesField BonusesReview and Process All Employee ExpensesTrain Office PersonnelPurchase Orders - Create and Close Payroll IT

New York, Ny, Us