• Process new business, renewals, and endorsements and billing transactions according to established department policies and procedures • Communicates and collaborates with internal and external stakeholders in a professional manner when additional information is needed ensuring timely processing • Maintains detailed policy documentation and updates customer information as necessary • Rate endorsements/transactions for multiple lines of business • Develops and maintains positive customer relations and coordinates with various functions within the company • Perform pre-underwriting task for policy transactions based on Company processing procedures and underwriting guidelines or complete preparatory work • Order reports for new business, renewal and endorsements as required such as CLUE, MVR, SOCRECARD, DADS, etc • Maintain acceptable productivity and quality levels established by management • Perform all tasks with direction of supervisor • Performs other duties as assigned • Conforms with all corporate policies and procedures

• Work together with Sales associates to support customer needs by determining the best products and solutions. • Ensuring the delivery of personalized customer service through timely quotations and accurate sales orders. • Coordinate deliveries on behalf of customers. • Answer sales calls for general information, addressing and resolving customer concerns or questions. • Ability to effectively use customer relationship management (CRM) system and phone system.

• Respond to customer support tickets, including answering questions and resolving issues related to existing orders • Manage high-volume phone calls to assist customers with existing orders and assist new customers with how to place new orders online • Respond to emails and address questions and concerns from customers, internal department queries relating to orders or payment on orders and process servers in the field • Document issues in Confluence • Visit court dockets for information on case filing and occasionally pull filed papers • Perform other job-related duties as assigned

• Respond to customer support tickets, including answering questions and resolving issues related to existing orders • Manage high-volume phone calls to assist customers with existing orders and assist new customers with how to place new orders online • Respond to emails and address questions and concerns from customers, internal department queries relating to orders or payment on orders and process servers in the field • Document issues in Confluence • Visit court dockets for information on case filing and occasionally pull filed papers • Perform other job-related duties as assigned