Account Coordinator - Emerging Risk

This position is responsible for coordinating the internal service process for assigned commercial property and casualty clients in a new, industry-changing brokerage.

Requirements

• Manage successful outsourcing of workflows including, but not limited to, certificates of insurance, auto identification cards, policy checking, and MVRs.
• Prepare and review client communications and deliverables.
• Manage certificate of insurance process, if necessary.
• 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 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.

Benefits

• 401(k) eligibility
• Various paid time off benefits
• Parental leave