Sr. Account Administrator

About the Role

To assist in servicing of commercial property & casualty insurance and to provide technical support in accordance with the objectives and procedures outlined by the organization through the Quality Control Coordinator Team.

Responsibilities

• Prepares, checks, and processes various insurance documents including invoices, applications, endorsements, binders, evidence of insurance, certificates, cancellations, schedule of insurance and renewal summaries along with general correspondence at the direction of the team members.
• Processes Surplus Lines invoices and filings.
• Checks policies alongside final proposal and agency management system to determine accuracy of coverage, limits, and forms.
• Electronically files correspondence and other documents in ImageRight Document System.
• Maintains account files in accordance with established procedures.
• Performs in a manner that will prevent errors and omissions.
• Develops relationships with underwriters and insureds aside from coverage questions.
• Receives and processes change requests directly from the insured.
• Processes change requests in system and requests changes from the underwriter.
• Markets and manages straightforward accounts.
• Performs other duties as assigned.

Requirements

• High school diploma.
• Good written and oral communication skills.
• Must be a self-starter.
• Exceptional customer service with clients and co-workers.
• Able to quickly learn company systems and other technology.
• Must be detail oriented and understand timelines.
• Must be able to be resourceful and think critically.
• Able to be a team player.
• Intermediate level of Microsoft Word, Excel, and PowerPoint.
• Must be interested in building a career in insurance.
• 1+ years’ experience as an Account Administrator.
• Solid understanding of company systems and ability to demonstrate knowledge to trainer.
• Able to explain basic coverages identified on a schedule of insurance.
• Property/Casualty license.

Physical Demands

The employee is occasionally required to stand, walk, and stoop. The employee must regularly lift and/or move up to 10 pounds. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.