Account Coordinator - Private Client Services

About the role

Manage successful outsourcing of workflows including certificates of insurance, evidence of insurance, auto identification cards, policy checking, claim management and MVRs. Perform database file management and input information accurately; manage and maintain documents in agency management system. Manage alerts from various carrier websites and other resources. Prepare and review client communications and deliverables. Assist in the preparation and distribution of client deliverables. Monitor and manage the process of client information, new business, renewals, endorsements, reinstatements and cancellations. Prepare, monitor and resolve billing discrepancies and perform reconciliations. Execute consistent and accurate data, information entry and maintenance in various systems including AMS, SharePoint, etc. Execute consistent and accurate database and document management processes and workflows. Coordinate and own the renewal process workflow for successful, timely execution. Provide training to Account Assistants. Perform other duties and special projects as assigned.

Responsibilities

• Manage successful outsourcing of workflows including certificates of insurance, evidence of insurance, auto identification cards, policy checking, claim management and MVRs.
• Perform database file management and input information accurately; manage and maintain documents in agency management system.
• Manage alerts from various carrier websites and other resources.
• Prepare and review client communications and deliverables. Assist in the preparation and distribution of client deliverables.
• Maintain and manage the process of client information, new business, renewals, endorsements, reinstatements and cancellations.
• Prepare, monitor and resolve billing discrepancies and perform reconciliations.
• Execute consistent and accurate data, information entry and maintenance in various systems including AMS, SharePoint, etc.
• Execute consistent and accurate database and document management processes and workflows.
• Care for the renewal process workflow for successful, timely execution.
• Provide training to Account Assistants.
• Perform other duties and special projects as assigned.

Requirements

• Minimum of 2 years of brokerage experience
• Minimum of 3 years in a comparable and/or relevant work environment
• Private Client insurance experience preferred
• Strong communication skills: writing and presentation preparation
• Excellent telephone etiquette for customer service environment including listening without interrupting, using a clear and audible voice and responding calmly and professionally
• Intermediate knowledge of Microsoft Office and its more complex features
• Ability to be resourceful, take initiative, solve problems and offer solutions
• Works well with others in a fast-paced environment and be responsive to co-workers and colleagues. Must also work independently, with minimal direction
• Adaptability and flexibility to respond to client and team needs
• Strong time management skills
• Ability to learn, adopt, and train use of technology systems and software applications
• Strong organizational skills and attention to detail; ability to screen details and multi-task
• Ability to review internal/external deliverables to ensure accuracy
• Basic project management skills and systems knowledge

Qualifications

• Minimum of 2 years of brokerage experience
• Minimum of 3 years in a comparable and/or relevant work environment
• Private Client insurance experience preferred
• Intermediate knowledge of Microsoft Office and its more complex features
• Ability to learn, adopt, and train use of technology systems and software applications
• Strong organizational skills and attention to detail; ability to screen details and multi-task
• Ability to review internal/external deliverables to ensure accuracy
• Basic project management skills and systems knowledge

Skills

• Communication skills: writing and presentation preparation
• Telephone etiquette for customer service environment including listening without interrupting, using a clear and audible voice and responding calmly and professionally
• Intermediate knowledge of Microsoft Office and its more complex features
• Ability to learn, adopt, and train use of technology systems and software applications
• Strong organizational skills and attention to detail; ability to screen details and multi-task
• Ability to review internal/external deliverables to ensure accuracy
• Basic project management skills and systems knowledge

Benefits

• Health and Welfare: Mental health/emotional wellbeing (including Employee Assistance Program), medical (including prescription drug coverage and fertility benefits), dental, vision, Health Savings Account, Commuter Accounts, Health Care and Dependent Care Flexible Spending Accounts, company-paid life insurance, supplemental life insurance, AD&D, group accident, group critical illness, group legal, identity theft protection, wellbeing program, adoption assistance, surrogacy assistance, auto/home insurance, pet insurance, and other work/life resources.
• Leave Benefits: Paid Holidays, Annual Paid Time Off (includes state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (only included for Washington roles).
• Retail Benefits: Qualified contributory pension plan (if eligible) and 401(k) plan with annual nonelective company contribution. Non-qualified retirement plans available to senior level colleagues who satisfy the plans’ eligibility requirements.

Pay

$48,200.00 - $103,200.00 USD annually

Schedule

Not specified