Job Summary: Responsible to provide internal support to an account management team for an assigned book of business; collaborates with sales and service staff by account, interfaces with clients and carriers, maintains records, and performs other general administrative duties.
A Day in The Life:
- Provides direct administrative support as required for one to three assigned Client Managers and Practice Leaders; responds to requests for assistance in a timely and collaborative manner.
- Solicits renewal information by email (previous and current year application, exposure updates, etc.) from the incumbent carrier and client 90-120 days prior to renewal date; follows up to secure information at 60, 45, and 30-day touch points; escalates to Client Manager for resolution if needed.
- Processes requests for Certificates of Insurance as specified by client or within 24 hours of receipt of request.
- Processes automatic renewals 45 days prior to expiration date.
- Ensures client invoices are paid as scheduled; responds to a variety of client billing issues and works closely with the related carrier to resolve billing problems.
- Compiles required documents for client renewals or new business submissions; electronically stores information and forwards documents to carriers identified by the Client Manager for follow-up.
- Collaborates with the Client Manager to collect information on marketing efforts; completes the surplus lines forms necessary to document and comply with state filing and tax requirements.
- Updates Accord applications to reflect account data accurately which includes client information, policy limits, deductibles, exposure basis, special conditions, and other information as needed.
- Processes and submits to the appropriate carrier(s) client change requests for adjustments in coverage, which may include adds/deletes and other amendments to the policy; follows up to obtain receipt.
- Contacts the related carrier to request information on loss runs as needed; obtains motor vehicle reports to qualify new or existing drivers in accordance with carrier guidelines.
- Creates new client files in the agency management system; performs accurate data entry of contact information, SIC/NAIC codes, policy lines of coverage, etc.
- Obtains online quotes from selected carriers as requested; enters data to determine the annual premium for the related coverage.
- Collaborates with the Client Manager and the Central Processing Services department to prepare client deliverables, which include the compilation, printing, binding and distribution of presentations; ensures the final document meets expectations.
- Upon receipt of policies and/or endorsements from carriers, reviews documents within 90 days of the effective date by comparing content to the source document for accuracy; requests corrections from carriers and follows-up for receipt; forwards the policy to the client.
- Processes premium audits to reconcile anticipated with actual exposures; advises the Client Manager of a material difference in premium changes.
- Documents all administrative events in the agency management system.
What You’ll Need:
- 1-3 years or more of related experience or the equivalent combination of education and experience.
- Prior Property & Casualty support experience is preferred
- Property & Casualty License preferred.
- Strong organizational skills with ability to transition quickly from one job to another
- Ability to problem solve, think logically and work independently
Who You Are:
- Energetic with a desire to learn new skills
- Ability to consistently demonstrate a positive attitude and lead by example
- Works well under pressure and meets established deadlines
- Good verbal and written skills
- Capable interpersonal skills with a collaborative approach
- Ability to manage time-sensitive projects
