Commercial Insurance Account Administrator - Hybrid
Commercial Insurance Account Administrator - Hybrid
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1 Vacancy
Job Description
Job Description
Commercial Insurance Account Administrator Hybrid
Position Summary:
The primary responsibility of this role is to provide essential support to brokers client executives senior account managers and account managers in relation to insurance placement activities. These may include property/casualty professional liability and management liability coverages. Additionally the role will involve handling assigned accounts and processing daily certificates.
Key Responsibilities:
Provide administrative support to brokers client executives senior account managers and account managers in meeting the insurance needs of clients including:
- Maintain client files in Applied EPIC
- Assist in the policy renewal process including:
- Create and maintain exposure workbooks or renewal questionnaires.
- Prefill additional applications and submission materials as needed.
- Order loss runs experience modification worksheets MVRs and organize them as necessary.
- Prepare premium finance quotations and agreements.
- Prepare invoices and binders.
- Enter all data into EPIC according to procedures ensuring updated client files.
- Collaborate with Modmaster to organize experience modification worksheets during renewal.
- Support policy reviews against expiring policy terms insurer quotes and A&G standards.
- Prepare renewal certificates of insurance including endorsement rollovers for the new policy term.
- Assist in claim reporting and insurer audits as needed.
- Process endorsement requests including coordination with insurers invoicing and sending to clients.
- Follow up on outstanding client payments.
- Handle daily certificate processing for designated accounts.
Additionally provide other administrative client service and sales support as required.
Job Requirements:
While insurance experience is not required 24 years of commercial insurance experience is preferred. A college degree is a plus but not necessary. A P&C license in your home state is encouraged.
- Strong communication skills both written and verbal to interact effectively with underwriters team members and clients.
- Technologically proficient including the use of Microsoft Office Suite and the ability to learn new systems such as the EPIC agency management software.
- Ability to foster positive relationships with staff clients and vendors and work collaboratively in a team setting.
- Clientfocused and highly motivated in a fastpaced environment.
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Required Experience:
Unclear Seniority
Employment Type
Full-Time
