Owner Direct Insurance Projects Account Manager - WI Residents

Charles Taylor•Wisconsin Rapids, WI

16h•Hybrid

About The Position

Charles Taylor is seeking an experienced Account Manager to join their Wisconsin team. This is a hybrid role working from their Brookfield, WI office. The Account/Program Manager is responsible for managing all aspects of Owner Direct Insurance Projects (ODIP) for Wisconsin County Mutual Insurance Corporation and Community Insurance Corporation.

Requirements

State of WI Insurance License-Property and Casualty designation
Bachelor’s degree in insurance or related field
3-5 years prior experience in insurance or customer service experience, preferably commercial and workers compensation insurance
Knowledge of the practices and principles of insurance
Knowledge and prior experience handling Workers Compensation Insurance, with proficiency
Strong Organizational and Time Management skills
Proficiency in entire Microsoft Office suite, intermediate level comfort with Excel
Ability to navigate and learn web-based software
Ability to handle a variety of tasks in fast paced environment
Customer Service Orientation
High degree of accuracy
Ability to prioritize job tasks to meet deadlines
Exhibits strong attention to detail and understand its importance to the business
Ability to adapt to changing technologies and learn functionality of new equipment and systems
Ability to establish and maintain effective working relationships with others

Responsibilities

Provides program leadership of ODIP projects – Workers Compensation
Provides day-to-day processing of individual ODIP projects
Manages collection and processing of workers compensation coverage applications and associated worksheets from contractors and forwards to the DWD for approval
Reviews all applications and worksheets for accuracy and communicates any discrepancies with all necessary parties
Issues work comp policies, final audits and any associated endorsements in Origami
Requests documentation and payroll reports for each contractor on project, and tracks activity against applications and worksheets - follow up as necessary for outstanding documentation in a timely manner
Keeps in regular contact with general contractor and loss control and project owner for status updates on project
Coordinates information as necessary with regulatory agencies (DWD, WCRB)
Manages strict timeline and deadlines for reporting appropriate documentation to various parties associated with the program
Updates spreadsheet as appropriate
Obtains necessary signatures to close out contractor once all work has been completed
Forwards audited payroll and final audit documentation to each contractor once completed
Attends regularly scheduled project progress meetings with general contractors, loss control, owner and other associated parties
Attends quarterly Stewardship meeting with DWD, WCRB, general contractor, loss control and other associated parties
Submits WC policies, premium and additional documentation necessary for State reporting
Invoices the insured and provide activity summary, as appropriate monthly
Process all necessary documentation to close out project once substantial completion has been reached
Maintains all documentation, following underwriting file organization for all files and correspondence related to the project for the necessary record retention period
Assists with other underwriting departments programs and team members as may be needed
May travel on occasion to construction site to view status of project as well as quarterly stewardship meetings. Travel is intrastate within Wisconsin.