Job Title: Account Coordinator - Aviation
Department: Personal and Commercial Lines - Aviation
Reports to: Client Services Manager
Job Code: CL14ACRN
Summary The Account Coordinator assists the Account Manager or Account Executive 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.
Essential Duties and Responsibilities include the following.
Q Enters accurate client information into system applications.
Q Processes change requests, follows up with carriers as needed, reviews endorsements for accuracy, and generates accurate invoices. Creates general correspondence to carriers and clients. Sets up Notice of Cancellations and Reinstatements. Processes final cancellations. Processes final audits and sends to insured. Updates status of Lost Business for reporting.
Q Issues certificates of insurance and evidences of property.
Q Prepares policies, renewals and other documents for delivery to insured.
Q Rates lines of coverage as needed.
Q Participates in required continuing professional development.
Q Updates driver / equipment / vehicle schedules and makes MVR requests if required.
Q Works with Underwriters for quotes for Insured's when additional coverage is needed.
Q Provides back-up to the Administrative Assistant as needed.
Q Follows Agency procedures with respect to all essential duties and responsibilities of the job.
Q Other duties may be assigned.
There are no supervisory responsibilities in this position.
To perform the 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.
Q Initiative - Self-Starter; undertakes self-development activities; seeks increased responsibilities; asks for and offers help when needed.
Q Problem Solving - Identifies and resolves problems in a timely manner; gathers and analyzes information skillfully; demonstrates attention to detail; works well in group problem solving situations.
Q Technical Skills - Assesses own strengths and weaknesses; pursues training and development opportunities; strives to continuously build knowledge and skills; participates in continuing professional development as required; follows Agency procedures.
Q Interpersonal Skills - Maintains confidentiality; listens to others without interrupting; keeps emotions under controls; remains open to other's ideas; adapts to changes to in the work environment; manages competing demands; interacts courteously and tactfully with managers, co-workers, customers and/or vendors.
Q Communication - Listens and gets clarification;asks questions; participates in meetings; writes clearly and informatively; edits work for spelling and grammar; presents numerical data effectively; able to read and interpret written information.
Q Teamwork - Balances team and individual responsibilities; gives and welcomes feedback; contributes to building a positive team spirit; puts success of team above own interests; supports everyone's effort to succeed; approaches others in a tactful manner; reacts well under pressure; follows through on commitments; changes approach or method to best fit the situation; follows instructions.
Q Ethics - Treats people with respects; keeps commitments; inspires the trust of others; works with integrity and ethically; upholds organizational values; respects diversity.
Q Organization Support - Follows policies and procedures; completes tasks correctly and on time; prioritizes work activities; uses time efficiently; able to deal with frequent change, delays, or unexpected events.
Q Attendance/Punctuality - Consistently at work and on time; ensures work responsibilities are covered when absent, arrives at meetings and appointments on time.
Q Customer Service - Answers phones and greets conversation with enthusiasm and interest; responds promptly to customer, underwriter, and/or third party requests; tactfully and professionally sends correspondence to customers, underwriters, co-workers, managers, and/or third parties.
Qualifications 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.
Education and/or Experience
Four (4) year Bachelor degree; two (2) year Associates degree; one to three years of related experience and/or training; or equivalent combination of education and experience preferred.
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages.
Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.
To perform this job successfully, an individual should have knowledge of agency management software; Internet software; Spreadsheet software and Word Processing software.
The physical demands described here are representative of those that must be met by an employee to successfully perform th 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.
The noise level in the work environment is usually that of a typical office.