DATABASE MANAGER

· Enter into database and update client demographics, policies, policy changes, and other information as appropriate.

· Scan and attach in database relevant documents from client files.

· Attach in database other documents from client and carrier communications as appropriate.

· Update carrier information and contacts as needed.

· Stay up-to-date on carrier plans and add/update product information accordingly.

· Contact carriers by phone or email as needed for policy numbers, application status, and any other information necessary to maintain database integrity.

· Update agent information as needed, to include licensing and CE info.

· Communicate appropriately with colleagues to obtain information needed in database that may be missing from provided documents.

· Organize and update shared drive as needed.