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Account Management Services

Account Management Services

Insurance Specialist Services

  •        Run and work future expiration lists
  •        Submission preparation, quoting, and proposals
  •        Review and research items on the expired policies lists
  •        Research and advise overdue suspense items
  •        Assist with initial load setup of customer/policies
  •        Review and analyze the unbilled policy list
  •        Attach/activity electronic backlog

 

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