Quating And Document Specialist
CurrentAccount Creation:Set up new accounts in CRM (Ezlynx) for personal and commercial business.Policy Management:Send renewal and new business policies to clients based on manager lists.Upload relevant documents (Certificates, Declaration Pages, etc.) to CRM (Ezlynx).Lender Requests:Issue Property Certificates for BOP policies after verifying bank inclusion; add banks if needed.Prepare Liability Certificates by gathering coverage details from active policies.Exclusion Forms:Complete exclusion forms for WCOM policies, obtain client signatures, and forward to government authority for stamping.Lender Documentation:Provide requested documents (Property Certificates, Declaration Pages) to lenders.Verify client details and ensure bank inclusion in policies.Lost Policy Release (LPR):Create LPRs for business transfers and new client onboarding, then send for signatures and forward to previous agencies.Policy Cancellations:Complete and submit the 2A form for auto policy cancellations.Homeowner Policy Requests:Provide Binder Certificates to banks when necessary.Additional Interest and Endorsements:Email carriers for additional interests and process endorsements for policy changes.Vehicle Registration:Prepare RTA (RMV) forms per instructions for vehicle registration.