Salary
💰 $55,700 - $99,500 per year
About the role
- Coordinate the internal service process for assigned middle-market, general business commercial property and casualty clients
- Prepare and review client communications and deliverables
- Manage endorsement and certificate of insurance processes
- Manage outsourcing workflows (certificates, auto ID cards, policy checking, MVRs)
- Prepare, process and distribute endorsements and invoices
- Monitor and resolve billing discrepancies and perform reconciliations
- Maintain accurate data and documents in Navigator platform
- Coordinate and own the renewal process for timely execution
- Assist in preparation and distribution of client deliverables
- Manage up to five client customers and partner with Account Managers
- Report to the Sr. Account Executive - Team Lead
- Perform other duties and special projects as assigned
Requirements
- Prepare and review client communications and deliverables
- Independently manage endorsement process
- Manage outsourcing of workflows including certificates of insurance, auto ID cards, policy checking and MVRs
- Manage certificate of insurance process
- Prepare, process and distribute endorsements and invoices
- Monitor and resolve billing discrepancies and perform reconciliations
- Execute consistent and accurate data and information entry and maintenance in Navigator
- Execute consistent and accurate database and document management processes and workflows
- Coordinate and own the renewal process for successful, timely execution
- Assist in preparation and distribution of client deliverables
- Manage up to five (5) client customers, partnering with Account Managers and providing service with direct and regular client contact
- CA Property and Casualty Insurance license (required or to be obtained within 3 months of hire)
- Strong communication skills: writing and presentation preparation
- Excellent telephone etiquette
- Ability to be resourceful, take initiative, solve problems and offer solutions
- Works well with others and independently
- Adaptability and flexibility
- Strong time management skills
- Ability to learn and adopt and train use of technology systems and software applications
- Strong organizational skills and attention to detail
- Ability to review internal/external deliverables to ensure accuracy
- Basic project management skills and systems knowledge
- Minimum of 2 years of brokerage experience (preferred)
- Minimum of 3 years in a comparable and/or relevant work environment (preferred)
- Commercial insurance experience (preferred)
- Legally authorized to work in the United States (application question)