Key ResponsibilitiesOperations Support

• Collaborate with the Principal and team at our HQ to manage carrier workflows, retrieve documents, and coordinate with external partners like COVU AMS and Capital Premium Finance.
• Utilize agency management systems (Applied Epic and COVU AMS) to organize and document critical information.
• Assist in obtaining e-signatures via Adobe Sign and ensure the timely completion of documents.
• Troubleshoot and resolve operational challenges related to billing inquiries, document retrieval, and renewals.

• Run and analyze expiration reports in Applied Epic to monitor and track agency bill renewals.
• Cross-reference renewal data with COVU AMS for accuracy and resolve discrepancies.

• Optimize and manage Outlook email, calendar, and task lists to support the Principal's workflows.
• Maintain organized documentation and records of communications, tasks, and key projects.
• Prepare for meetings and follow up on action items to ensure timely completion.

• Track and manage financial workflows, including invoicing, carrier payments, and Capital Premium Finance documentation.
• Follow up on outstanding tasks to ensure financial processes are completed efficiently.

• Work closely with the Principal to translate verbal and written instructions into actionable tasks.
• Communicate effectively with internal teams, carriers, and vendors to achieve operational goals.
• Proactively identify opportunities to improve workflows and reduce inefficiencies.