Account Coordinator (Emerging Risk) - Service and Delivery Analyst
About The Position
This position is responsible for coordinating the internal service process for assigned commercial property and casualty clients in a new, industry-changing brokerage. Come join the Emerging Risk Team! We are a smart, dynamic, and fun-loving group privileged to be working with some of the most innovative companies across the world. We provide risk management guidance to companies across multiple industries. There’s something new every day! We promote from within whenever possible and are committed to the professional development of our team members, providing time and funding for courses and seminars.
Requirements
- Coordination of internal service process for assigned commercial property and casualty clients.
- Management of outsourcing of workflows (certificates of insurance, auto ID cards, policy checking, MVRs).
- Preparation and review of client communications and deliverables.
- Management of certificate of insurance process.
- Preparation, processing, and distribution of endorsements and invoices.
- Monitoring and resolution of billing discrepancies and reconciliations.
- Data and information entry and maintenance in systems like AMS, SharePoint.
- Database and document management processes and workflows.
- Coordination and ownership of the renewal process workflow.
Responsibilities
- 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
- Professional development opportunities
- Time and funding for courses and seminars
- Promotion from within
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
