Job Title: Property & Casualty Account Coordinator
Department: Commercial Lines
Reports To: Property & Casualty Account Executive
FLSA Status: Non-exempt
Job Code: Coordinator
Summary The Account Coordinator assists the Account Executive or Account Manager and other department personnel by processing work associated with insurance accounts, such as issuing certificates of insurance, rating, data entry, renewal preparation and other tasks by performing the following duties.
AssuredPartners Colorado (AP CO), a local insurance brokerage agency, is growing and we are looking for an Account Coordinator for our property & casualty division working from our Denver location. AP CO is a fun, fast paced, and growing company looking to add to our amazing team. This position reports to the Managing Director of Property & Casualty. Check us out at www.assuredpartnerscolorado.com for more information.
Support Director, Senior Account Managers and Account Managers with client file processing.
Administrative support including front-end scanning and system documentation.
Process insured’s requests for services and to submit information to the appropriate insurance companies.
Maintain copies of client files in accordance with agency standards.
Assist in expiration control in accordance with agency standards.
Verify accuracy of premium transactions issued by companies, including commission differences.
Prepare applications, certificates, Auto ID’s and evidence of coverage to meet client needs.
Review policy issuance for accuracy and prepare for delivery to client.
Assist in preparation of professional proposals for presentation according to agency standards.
Assist in training other employees at management’s request.
Assist in support of Risk Management clients.
Assist in claims reporting and documentation.
Follow-up on policy endorsement requests
Adhere to agency procedures, insurance company standards and regulatory guidelines.
This job has no supervisory responsibilities.
Employee Paid Health
401(k) with match
Long Term Disability
Short Term Disability
Voluntary Life Insurance
Paid Time Off
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
P&C license or ability to obtain within 90 days of employment
Use of Applied Systems (TAM and/or Epic) a plus
College or industry training
1-3 years insurance a plus
Computer knowledge a must! – Specifically Microsoft 2010 and Windows 7
Customer service experience
Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this Job, the employee is regularly required to sit and talk or hear. The employee is occasionally required to stand; walk; use hands to finger, handle, or feel; reach with hands and arms and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus.