Responsibilities
Please note that the duties below can vary based on the workflow of your local office.
Client Support Manages a book of business Maintains accurate client information to provide day-to-day client support and address intermediate-level client inquiries.
Assists in the development of strong business relationships with appropriate insurance carrier personnel. Recognizes
Account Coordinator Processes change requests, follows up with carriers as needed, reviews endorsements for accuracy send document to Insured L&P Bond Issuance & Inquiries Sets up Notice of Cancellations and Reinstatements activities.
Processes final cancellations. Process final audits and sends to insured. Issues New and Renewal certificates of insurance and evidences of property as needed Handles direct bill inquiries Prepares policy binders, renewals, proposals, and other documents for delivery to insured.
Rates lines of coverage online 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.
Account Management Maintains a book of business with proper records according topany procedures. Ensures accuracy of account information for both new and renewal policies, endorsements, and audits for accuracy in rating, coverage, signatures, and enters these transactions to generate billing invoices in a timely manner.
Reviews all premium audits according to Agency procedures recognizing that the Agency must process in a timely manner. Reviews accounts receivable report for all assigned accounts to support client retention.
Transacts Agency Billed policies Other duties as assigned
Insurance Expertise Leverages technical knowledge to ensure carrier quotes are received in a timely fashion; Reviews quotes for gaps and assists with inquiries from the carrier.
Attend training and seek self-directed learning to continue education in industry and technical knowledge.
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 :
- Generous 30+ Daysprehensive Paid Time Off Package inclusive of Paid Time Off, 10pany 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,pany 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
- 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 equivalentbination of education and experience
- Strong organization andmunication skills
- Tech savvy; ability to learn multiple software systems
- Knowledge of Internet software; spreadsheet software, PowerPoint, word processing software and Microsoft Outlook
Grow, with us
AssuredPartners is passionate about fueling our clients' innovation and growth. That makes us the perfect place for creative, dynamic people who want to grow their career while helping businesses, families and people thrive.
We're proud to be the fastest-growing independent insurance broker in America, but we're even prouder of the honest, caring relationships that our employees build with our clients every day.
Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us.
AssuredPartners ismitted to embracing diversity, equity and inclusion to create a workplace that wees 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! Job ID 15954
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