Project Coordinator

Responsibilities

• Receives and responds to routine client inquiries, maintains documentation of communications, existing issues, and issue resolutions, referring complex inquiries to more senior staff.
• Prepares written correspondence and makes telephone calls to underwriters as requested by senior staff.
• Reviews and processes policies and endorsements for accuracy of coverage, policy content, and form completion.
• Evaluates proposal policies with criteria outlined in a checklist and notifies more senior staff of any missing items or areas of concern.
• Assists in the renewal process by requesting and gathering enrollment, volume, and benefit summary reports.
• Helps produce employee communications such as newsletters, bulletins, and overhead presentations as requested by senior staff.
• Assists with financial reporting for renewals by gathering and compiling client details.
• Executes any requested changes on policies.
• Periodically assists in loss-run requests.
• Extends expiring binders as requested by senior staff.
• Responds to and fulfills the requirements generated by the Renewal Assistance Program report and updates the report when a task is completed.
• Assists in the upkeep of carrier product information.
• Enters data into a data management system and audits for accuracy, completeness, and conformity to established procedures.
• Maintains and keeps records of clients.
• Compiles preliminary numbers for promulgating experience modification and orders worksheets.
• Issues and processes client invoicing.
• Assists in the research of invoice and billing errors.
• Acquires an understanding of insurance brokerage business and account servicing processes.
• Researches industry trends and governmental regulations.
• Performs other responsibilities and duties as needed.

Qualifications

• Bachelor’s Degree in Business Administration or related field and/or equivalent years of experience.
• Up to three years of client services experience is required.
• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint).
• Strong verbal and interpersonal communication skills.
• Understands industry trends and governmental regulations.
• Ability to complete continuing education requirements as needed.
• Ability to attend company, department, and team meetings as required, including industry training sessions.
• Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information.
• Ability to efficiently organize work and manage time in order to meet deadlines.
• Ability to travel by automobile and aircraft.
• Ability to use office equipment such as a computer, keyboard, calculator, photocopier, and facsimile machine.
• Ability to work on a computer for prolonged periods.
• Ability to work outside of normal business hours as needed.
• Legally able to work in the United States.