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Job Ref: 14499

Salary: $65000 – $70000

Certificates of Insurance & Contract Reviews:

  • Ensure the accurate and timely issuance of certificates.
  • Review certificate requests to determine if new coverage or increased limits are required by contract or specific request from the insured.
  • Work with AM to determine if there is any newly required coverage, specific AI requests, etc.,
  • Work with AM to accurately submit requests to carrier for any endorsement processing.

Certificates of Insurance Change Requests:

  • Certificate change requests (additional insured requests) will stay with the AAM.
  • Work with AM to identify and obtain necessary coverage.
  • All other changes can be sent to CLP.


  • AAM will assist the AM in developing the pre-renewal packet.
  • AAM will order loss runs and complete a loss summary.
  • Pull a copy of last year’s supplemental applications and create them in INDIO.
  • Prepare the summary of insurance.
  • AAM will follow up for policies using RENR or MMKL activities.
  • Once the policy is received, create CHKP activity to Taskforce and attach the policy (see workflow to ensure the activity is created on the appropriate line).
  • NOTE: Mark policy as an Important document.

Billing Inquiries and Cancellation Calls:

  • Assist Am in resolving/answering any billing issues/questions.

Pap Applications:

  • Email PAP applications to the insured – 60 days before renewal
  • Create PAP activity and set a task for 30 day follow-up.
  • Once received from the insured, Go to NYCIRB website and complete the application using the app received from the insured
  • Attach the completed app to the activity and set new task to follow up for credit worksheet in 2 days.
  • Upon receipt of confirmation that credit is being applied, attach the worksheet to PAP activity.
  • Set a task to Central Processing to have a change request submitted to the carrier with PAP worksheet.
  • PAP activity will be close upon request to the carrier by Central Processing.

Loss Contol Recommendations:

  • AM will send loss control recs to AAM.
  • Create loss control rec activity (LREC).
  • Send loss control recs to the client and CC account manager and producer.
  • Automatic follow-up set for 14 days of completed loss control recs to go to the carrier.
  • If a response is received, note the activity.
  • Send an email and call the insured if we have not received a response in 14 days.
  • If no response: 2nd follow-up will be 7 days after.
  • After 2 follow-ups and no response, let the producer/management know that you have not heard back.
  • Keep LREC activity open until we have a resolution.
  • Once complete compliance is received, send it to the carrier.
  • Close and note activity.

Depending on experience and skill
($65,000 – $70,000)

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