Paul Inman Email and Phone Number

Enter new client accounts in agency management system, including Check policy for accuracy (comparing it to the proposal and agency management system) and handle corrections according to agency guidelines Compose business correspondence for supervisors, managers, and professionals. Receive, review and document all client and underwriter correspondence (phone, email, mail, fax, etc.) in agency management system, change requests and endorsement processing, review follow up list on a weekly basis and take appropriate action, manage the cancellation process, and (potential) missed expiration report according to agency guidelines. Process, prepare, and submit business or government forms, such as submitting applications for coverage to insurance carriers. May market renewals with oversight and delegation from Producer, Account Manager or Operations Manager. Transact agency bill items. Set up premium financing as needed. Ensure proper coding of agency commission, producer commission, service structure and agency structure (the “service and billing tab”), review and take action on all account receivable items according to agency guidelines. Solve transaction issues with carriers and accounting department. Prepare New Business Insurance submissions Assist and support marketing initiatives- (Trade Shows, Print Material, Advertisements) Contribute to the agency Social Media