- Bachelor's Degree
- High School Diploma or GED
- Time Management
- Workers Compensation
- Microsoft Office
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.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Participate in the build out and management of our client services platform
Risk Management Reviews
Gather Required Information from various team members
Create and Edit the document with input from the production team
Create Annual Client Services Schedule for each of our accounts
Notify team members of their responsibilities/due dates
Work with Producers and Account Executives to determine the appropriate services for each client
Schedule the services for the policy term
New Client Set Up in Sagitta
Loss Data Analysis
Obtain Loss Information from Carriers
Analyze Workers Compensation Experience Modification Factor Calculation
Summarize Loss Information to be used in determining account renewal strategy and pricing.
Act as a Liason between the Service Team and both internal and external vendors
Act as the point of contact for clients utilizing various online risk management tools including EPIC Client Portals, Loss Free RX, Quickbase and Think HR
Client Set up
Facilitate Client Access as needed
Act as coordinator for special projects including external marketing initiatives and internal organization projects.
May assist in the renewal process, including exposure analysis for client and obtaining renewal exposure information
Provides support to Producers and, if applicable, Account Executives, including preparing presentations and proposals, and participating in meetings with prospective clients as part of team.
Consistently establishes and maintains high levels of trust and confidence with clients by initiating introductions, through periodic contacts, and by promptly responding and resolving client questions and issues;
Responsible for timely, accurate invoicing and monthly expirations;
Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity;
Other duties may be assigned.
Personal and Organizational Development
Set priorities and manage workflow for self to ensure efficient, timely, and accurate processing of all responsibilities;
Maintain cordial and effective relations with clients, co-workers, carriers, wholesalers, vendors, and other business contacts;
Maintain up-to-date workflow logs, manuals or other required documentation and records;
Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company;
Stay informed regard industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance;
Other duties may be assigned.
Work effectively to resolve problems or enhance service in a timely manner
Ability to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands
Exemplify Team Values which include Tenacity, Positive Attitude, Open Communication, Passion and Willingness to Learn.
Recognize problems and respond appropriately
Able to analyze situations logically in order to draw solid conclusions
Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word & Excel;
Strong attention to detail and time management abilities;
Strong ability to multi-task and assign priority;
Ability to work effectively and efficiently both with and without direct supervision;
Ability to work effectively and efficiently in a team environment as well as independently;
Strong interpersonal communication skills, both written and oral
EDUCATION and/or EXPERIENCE:
High school diploma or G.E.D. equivalent required. College degree preferred.
Must have working knowledge of a variety of Microsoft Office computer software applications to include word processing, spreadsheets, database, and presentation software.
Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands.
Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy.
The physical demands described here are representative of those that must be met by an employee to successfully perform the 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 stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus. Ability to travel independently to clients; some air travel may be required.
WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable
individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. There is no or very limited exposure to physical risk.