Company Summary
Joining AssuredPartners offers you the opportunity to excel at one of the fastest growing independent companies in the industry. You will experience collaboration with a team that places value in our collective vision and culture of community, respect, and trust. While being encouraged to promote innovative ideas, you will be provided the support to make those ideas a reality. As our company continues to grow at a rapid pace, so do the opportunities for our current and future employees to learn and mentor with top leadership for continued professional and personal development. Additionally, you can count on excellent benefits, a comprehensive PTO plan & floating holidays, uncapped career growth, and the best people in the industry. You can learn more about our career paths and support for DEI initiatives here: https://www.assuredpartners.com/Careers.
Job Summary
The Account Coordinator assists the Account Executive or Account Representative and other department personnel by processing work associated with insurance clients, such as issuing certificates of insurance, rating, data entry, renewal preparation and other tasks by performing the following duties.
The Ideal Candidate
- You enjoy problem solving with great, customer-service minded solutions
- Teamwork is part of your DNA and you are looking for a great opportunity to be a part of a team, learn from senior team members, and have a great career path
- You have great communication skills (verbal & written) and are dependable to get the job done
If this sounds like you, we invite you to keep reading and apply!
Essential Duties and Responsibilities
Please note that the duties below can vary based on the workflow of your local office.
- Enters accurate client information into agency management system.
- Processes change requests, follows up with carriers as needed, reviews endorsements for accuracy, and generates accurate invoices.
- Creates correspondence to carriers and clients. Sets up Notice of Cancellations and Reinstatements. Processes final cancellations. Process final audits and sends to insured.
- Updates lost business spreadsheet.
- Issues certificates of insurance and evidences of property.
- Prepares policy binder, renewals, and other documents for delivery to insured.
- Rates lines of coverage as needed.
- Updates driver, equipment and vehicle schedule and makes MVR requests if required.
- Other duties as assigned.
- Travel is expected to be negligible in this role.
Qualifications
- Advanced degree from college or technical school; or 1-3 years of related insurance experience and/or training; or equivalent combination of education and experience
- Strong organization and communication skills
- Tech savvy; ability to learn multiple software systems
- Knowledge of Internet software; spreadsheet software, PowerPoint, word processing software and Microsoft Outlook
EEOC Statement
AssuredPartners is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. AssuredPartners is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger!
Disclaimer
This job description is not intended to list the full scope of duties and responsibilities for this position. Other duties may be assigned. Employment is "at will" meaning that employment may be ended by either the employee or Agency at any time for any reason with or without notice. Any offer of employment is contingent upon the applicant successfully completing pre-employment testing for this position.
Job Types: Full-time, Permanent
Pay: $40,000.00 - $45,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Disability insurance
- Flexible schedule
- Health insurance
- Paid time off
- Parental leave
- Tuition reimbursement
- Vision insurance
- Work from home
Work Location: In person
