Account Coordinator

Overview

The Account Coordinator will provide client administrative services to assigned Property & Casualty book of business as well support to Account Executive, Team Leader / Senior Account Manager, Account Manager and Risk Management Analyst.

Keenan, an Accretive company, is an insurance brokerage and consulting firm meeting the insurance needs of hospitals, public entities and California school districts.

Keenan specializes in providing consulting services in the areas of : employee benefits, workers' compensation, loss control, financial, and property & liability.

What You'll Do

• P&C Client Service Responsibilities :
• Process certificates of insurance for clients.
• Provide Auto ID cards for clients.
• Produce Endorsements for clients.
• Manage renewal questionnaires for clients.
• Maintain renewal timeline for ancillary coverages for clients.
• Manage and process invoices and Aged Receivables for clients.
• Maintain program database and provide customer support (Salesforce, P&C Bridge, KSS / KSC / KSP).
• Prepare and / or print Power Point presentations, spreadsheets, documents, etc.
• Prepare Program Summary Binders.
• Attend client meetings, as assigned.
• JPA Administration Responsibilities :
• Coordinate JPA meetings to include preparation and distribution of agendas and minutes.
• Verify JPA meeting quorums.
• Maintain JPA calendar, policies, contracts and websites if applicable.
• Prepare, distribute and maintain JPA Administrative Guides.
• Form 700 and Secretary of State Filings.
• Administrative Support :
• Coordinate conference calls, travel arrangements, client lunches, dinners and / or meetings.
• Process expense reports for the department.
• Provide Receptionist coverage (as assigned depending upon branch office).
• Enter all Face Calls into SalesForce.
• Other duties as assigned.

What You'll Need

• Minimum of two (2) years administrative experience.
• Active Property & Casualty License preferred (if not licensed must secure within one (1) year from date of hire).
• Excellent written and verbal communication skills.
• Must be organized and detail oriented.

What's in it For You?

To help you make the best decision for your personal growth, it’s 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 Keenan.

Compensation

The target salary range for this position is $50,000.00 to $60,000.00 (US Dollar) annually. The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data.

The salary may also be adjusted based on applicant’s geographic location.