A. Evaluate the competitiveness of current insurance premiums pricing and rate levels. B. Obtain competitive proposals for client where necessary. 1. Prepare insurance coverage specifications. 2. Compile underwriting rating and claims data. 3. Complete underwriting applications. (Except where the application is a warranty to the policy). 4. Analyze the proposals when received and make recommendations. 5. Review issued insurance policies for compliance with accepted proposal terms. C. Conduct renewal process with existing insurance carriers. 1. Compile renewal rating and loss information. 2. Complete renewal applications. 3. Review coverage terms and attempt to obtain broader terms. 4. Analyze the renewal proposals and make recommendations. 5. Review issued policy for compliance with renewal policies. D. Process policy changes, additions/deletions, premium invoices.
