Virtual Assistant

Key Responsibilities

• Manage all renewals within NowCerts/Guidelight.
• Review policies for payments, audits, and outstanding requirements.
• Begin renewals 60–90 days before expiration.
• Ensure policies are ready for presentation 30 days prior to renewal.
• Request renewal terms from standard carriers in advance.
• Handle requirements for non-standard carriers.
• Flag premium increases over 5% for A, B, or C tier accounts.
• Monitor D-tier accounts as directed.
• Contact insureds 60 days before renewal to verify exposures and schedules.
• Confirm payroll, sales, vehicles, equipment, and operations.
• Track and follow up on responses.
• Assist with re-quoting accounts when needed.
• Update quote requests with current insured information.
• Prepare ACORD applications and supporting documentation.
• Ensure carrier quotes match updated account details.