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This position collaborates with subject matter experts (SMEs) throughout the company to analyze training needs. This position is responsible for the design, development, delivery, and evaluation of training courses and programs. Various training methods are employed to accomplish learning. They include but are not limited to CBT Modules, Web Conferencing, and Instructor-led Training.
Process new business applications received from the agency force by performing a completeness check and encoding the endorsements on the application. Process the completed application through Keyfast and type any endorsements into EDOR. Once the policy is issued, perform an audit on the policy when there is a difference in premium. This may involve working with the underwriter or the agency force to resolve the differences in premiums. Requires knowledge of coverage’s, endorsements, and discounts/surcharges and how they affect policy rating. Must possess the ability to analyze and solve problems as they arise.