Required Experience: 2-5 years of relevant experience Duties, responsibilities and activities may change at any time with or without notice. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. If permanent remote employee, travel to Petaluma office expected 4-5 times per year. If closer, partial remote and in office work schedule offered. Understanding of PPIB internal proceduresģ-5 years of prior commercial insurance experienceįully proficient with Microsoft Office and Adobe AcrobatĬan be remote if more than 75 miles from Petaluma location.
#Farmhouse artisan market petaluma ca how to#
Know how to calculate State Taxes & understand State Disclosure Forms Understand applications, marketing and related items to the Assigned ProgramsĪbility to bind policies and endorsements in the system and complete schedules with no oversight
Understand and follow Underwriting Guidelines for the Assigned Programs Participate in marketing meetings to assist in developing marketing ideas/materials for programs worked onĬompetencies to be expected within 6-9 months Receiving phone calls from clients, brokers and companiesĪnswering questions via email and phone for clients/brokers Inputting transactions to generate billing invoicesĮnsuring that items are delivered to clients in a timely manner Obtaining renewal information and/or underwriting information for Cannabis, Smoke Shop, Products & Pyrotechnics accountsįollow-ups on applications to quote renewals and renewal quotes.īinding policies and completing associated paperwork Provides customer service to existing clients within our Cannabis, Smoke Shop, Products & Pyrotechnics programs including but not limited to quoting renewals, endorsement changes, client follow-ups, phone calls, payment processing. SPG acts in a holding company capacity acquiring best in class underwriting businesses to operate independently under distinct brands (portfolio companies). About Specialty Program Group: Specialty Program Group (SPG) is the wholesale & MGA division of HUB International (5th Largest Global Broker).
0 kommentar(er)
