Account Coordinator - Executive Risk Solutions
N
NewfrontInsurance
United States (Remote)Full-TimeMiddle
Salary$48.2K - $86K; $48.2K – $86K • Offers Bonus; Estimated Base Salary $48.2K – $86K • Offers Bonus
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Job Details
- Experience
- Minimum of 1 year of brokerage experience is required. Minimum of 2 years in a comparable and/or relevant work environment is required.
- Required Skills
- SharePointMicrosoft Office
Requirements
- Minimum of 1 year of brokerage experience
- Minimum of 2 years in a comparable and/or relevant work environment
- Solid communication skills: writing and presentation preparation
- Excellent telephone and email etiquette for a customer service environment
- Intermediate knowledge and use of standard features Microsoft Office
- Ability to be resourceful, take initiative, and work to solve problems
- Works well with others in a fast paced environment and is responsive to co-workers and colleagues
- Ability to work independently
- Adaptability and flexibility to respond to client and team needs
- Strong time management skills
- Ability to learn and adopt technology systems and software applications
- Strong organizational skills and attention to detail
- Ability to screen details and identify potential discrepancies
- Ability to review internal/external deliverables to ensure accuracy
- Project maintenance skills
- Management Liability experience is preferred
- Resident Property and Casualty Insurance License (required to have or be obtained within 3 months of hire)
Responsibilities
- Assist with coordinating the internal service process for the Executive Risk Solutions (ERS) team
- Prepare and review client communications and deliverables
- Manage certificate of insurance process, if necessary
- Prepare, review, and distribute policies, endorsements and invoices
- Monitor and resolve billing discrepancies and perform reconciliations
- Execute consistent and accurate data and information entry and maintenance in various systems including proprietary Agency Management System and SharePoint
- Execute consistent and accurate database and document management processes and workflows
- Coordinate and own the renewal process workflow for successful, timely execution
- Assist in the preparation and distribution of client deliverables
- Perform other duties and special projects as assigned
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