Teams at Hotchkiss Insurance

Assist high-net-worth personal lines account managers with policy checks, invoicing, cancellations/reinstatements, endorsements, billing inquiries, and documentation in the EPIC system; learn HNW coverages, surplus lines, and claims processes while minimizing backlog.

Support account managers by processing policies, endorsements, invoices, and certificates of insurance; manage renewals, system updates, and client documentation while following company and industry procedures.

Manage an assigned commercial insurance portfolio as primary client contact: process renewals, ensure underwriting compliance, coordinate binding, invoicing and premium collection, support retention with Sales Consultant, and stay current on coverage, rates, and proposal processes.