Administrative Assistant/Account Coordinator - PL
Overview:
The Account Coordinator assists the Account Executive or Account Representative and other department personnel by processing work associated with insurance accounts, such as issuing certificates of insurance, rating, data entry, renewal preparation and other tasks by performing the following duties.
This is a great entry level role in our insurance organization; if you are looking to learn, this is for you! The Ideal Candidate You have a customer service mentality and are able to communicate and problem solve for internal and external stakeholders Taking initiative to get work done is just how you operate You are a team player and want to work with a great group of people If this sounds like you, we invite you to keep reading and apply! What You'll Do:
Enters client information into system applications and rates lines of coverage as needed.
Checks policies for accuracy when received from carriers and prepares for delivery to insured client.
Processes change requests, follows up with carriers as needed, reviews endorsements for accuracy, and generates accurate invoices.
Creates general correspondence to carriers and clients.
Submits claims to carriers at the direction of the Account Representative.
Issues evidences of property insurance, automobile and boat identification cards.
Assists in renewal marketing preparations by running expiration lists.
Process renewals, endorsements, acknowledgements, non-pays, reinstatements and cancellations.
Verify company websites for accurate information; call companies if follow-up is needed and update system accordingly.
Checks follow-ups daily; distribute mail; add activities for premium increases from the download report.
Other duties as assigned.
Travel is expected to be negligible in this role.
What's in it For You?:
To help you make the best decision for your personal growth, its important to us to share a glimpse of what we offer our top asset, our people:
Competitive base salary Generous 30
Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days Health benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options Company match 401(k) plan 50% up to 6%! Support of your fitness wellness goals! We offer up to 75% off at over 11,000 gyms and fitness centers Opportunity to prioritize your mental health with 24/7 access to licensed therapists Pet benefits & discounts Access to our Employee-led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout AssuredPartners? What You'll Need:
Advanced degree from college or technical school; or 1-3 years of related experience and/or training; or equivalent combination of education and experience Strong organization and communication skills Tech savvy; ability to navigate multiple systems including Agency Management Software; Intermediate skills in Microsoft Office products Grow, with us:
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.
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! Recommended Skills Claim Processing Customer Service Data Entry Microsoft Office Problem Solving Team Working Estimated Salary: $20 to $28 per hour based on qualifications.
The Account Coordinator assists the Account Executive or Account Representative and other department personnel by processing work associated with insurance accounts, such as issuing certificates of insurance, rating, data entry, renewal preparation and other tasks by performing the following duties.
This is a great entry level role in our insurance organization; if you are looking to learn, this is for you! The Ideal Candidate You have a customer service mentality and are able to communicate and problem solve for internal and external stakeholders Taking initiative to get work done is just how you operate You are a team player and want to work with a great group of people If this sounds like you, we invite you to keep reading and apply! What You'll Do:
Enters client information into system applications and rates lines of coverage as needed.
Checks policies for accuracy when received from carriers and prepares for delivery to insured client.
Processes change requests, follows up with carriers as needed, reviews endorsements for accuracy, and generates accurate invoices.
Creates general correspondence to carriers and clients.
Submits claims to carriers at the direction of the Account Representative.
Issues evidences of property insurance, automobile and boat identification cards.
Assists in renewal marketing preparations by running expiration lists.
Process renewals, endorsements, acknowledgements, non-pays, reinstatements and cancellations.
Verify company websites for accurate information; call companies if follow-up is needed and update system accordingly.
Checks follow-ups daily; distribute mail; add activities for premium increases from the download report.
Other duties as assigned.
Travel is expected to be negligible in this role.
What's in it For You?:
To help you make the best decision for your personal growth, its important to us to share a glimpse of what we offer our top asset, our people:
Competitive base salary Generous 30
Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days Health benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options Company match 401(k) plan 50% up to 6%! Support of your fitness wellness goals! We offer up to 75% off at over 11,000 gyms and fitness centers Opportunity to prioritize your mental health with 24/7 access to licensed therapists Pet benefits & discounts Access to our Employee-led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout AssuredPartners? What You'll Need:
Advanced degree from college or technical school; or 1-3 years of related experience and/or training; or equivalent combination of education and experience Strong organization and communication skills Tech savvy; ability to navigate multiple systems including Agency Management Software; Intermediate skills in Microsoft Office products Grow, with us:
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.
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! Recommended Skills Claim Processing Customer Service Data Entry Microsoft Office Problem Solving Team Working Estimated Salary: $20 to $28 per hour based on qualifications.
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