Account Services Coordinator

Combined Insurance • Philadelphia, PA

105d

About The Position

Chubb Global Services - North America manages the delivery of Chubb products and services to global customers for sophisticated risk management programs through the Chubb Global Network. Under limited supervision, work within the Account Management Service team to perform a variety of responsibilities and tasks required as part of a Chubb Controlled Master Program.

Requirements

• Excellent organizational skills and ability to handle multiple priorities.
• College degree in Accounting or Finance or comparable business experience.
• Strong analytical skills, attention to detail, and proficiency in reconciliation work.
• Intermediate/Advanced knowledge of Excel, Word, and Access.
• Excellent written and oral communication skills.
• Ability to quickly establish strong working relationships and instill confidence with external customers, team members and all levels of management.
• Able to work effectively in a team environment.
• Ability to operate with a minimum of structure and capable of working/participating in an environment which is constantly changing.
• High commitment to quality.
• Willing to take responsibility for assigned accounts and the processes which support the success of that account.
• Ability to work under pressure and within established departmental standards and timetables.

Responsibilities

• Issue new and amended Clinical Trials certificates for existing policies for Tier 1 countries.
• Create draft certificate with existing templates in SharePoint.
• Create certificate record in MAX and close task.
• Send certificate to requestor.
• Create draft certificate with existing templates in SharePoint.
• Create certificate record in MAX and send draft to office.
• Monitor MAX and follow up as required for completed certificate.
• Send certificate to requestor.
• Export CT data spreadsheet from MAX QC and edit as required for expired or amended trials to reflect bound program.
• Upon program binding create draft certificates via Generator QC and edit draft certificates as appropriate prior to issuance.
• Process via MAX (uploading s/s for Tier 1 and close tasks; send Tier 2 to office for issuance).
• Upload draft certificates to SharePoint.
• Send certificate(s) to requestor.
• Issue new and amended Clinical Trials certificates for existing policies for Tier 2 countries.
• Manage renewal certificates via Generator for large volume programs (currently 20 out of 23).
• Maintenance of Certificate Templates - SharePoint Site, Generator and internal notifications (under direction of ASM).

What This Job Offers

• Industry: Insurance Carriers and Related Activities
• Education Level: Bachelor's degree