• Handling customer requests through email and phone • Monitoring various processes for client information verification • Collaborating with sales agents to resolve complicated issues • Developing various insurance processes and monitoring carrier communications • Maintaining processes, providing technical assistance and communication • Modifying, updating, and processing policy cancellations • Corresponding regarding account status or alterations • Evaluating applications and documents for necessary changes • Reviewing and verifying data such as policies and principal sums • Organizing office records and managing files for policyholders