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
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