Responsibilities include issuance of certificates of insurance, identification cards and schedules of insurance. Assist in handling applications, endorsements, billing, updating policies and client contact follow up. Mailing / faxing documents and invoicing in EPIC. Receptionist duties. Managing Office (handling inventory of office supplies, etc.).
Compiles property data for clients, such as tenant surveys, summary reports, maps, status updates and presentations for listing or tenant representative assignments through canvassing and relationship building with property owners.