Account Services Coordinator

Philadelphia, PA - USA

Monthly Salary: Not Disclosed

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

Description

Account Service Coordinator

Chubb Global Services North America manages the delivery of Chubb products and services to global customers for sophisticated risk management programs through the Chubb Global Network.

Under limited supervision work within the Account Management Service team to perform a variety of responsibilities and tasks required as part of a Chubb Controlled Master Program.

Responsibilities include:

Issue new and amended Clinical Trials certificates for existing policies for Tier 1 countries:

Create draft certificate with existing templates in SharePoint
Create certificate record in MAX and close task
Send certificate to requestor
Create draft certificate with existing templates in SharePoint
Create certificate record in MAX and send draft to office
Monitor MAX and follow up as required for completed certificate
Send certificate to requestor
Export CT data spreadsheet from MAX
QC and edit as required for expired or amended trials to reflect bound program
Upon program binding create draft certificates via Generator
QC and edit draft certificates as appropriate prior to issuance
Process via MAX (uploading s/s for Tier 1 and close tasks; send Tier 2 to office for issuance see above)
Upload draft certificates to SharePoint
Send certificate(s) to requestor
Issue new and amended Clinical Trials certificates for existing policies for Tier 2 countries
Manage renewal certificates via Generator for large volume programs (currently 20 out of 23)
Maintenance of Certificate Templates SharePoint Site Generator and internal notifications (under direction of ASM)

Qualifications

Excellent organizational skills and ability to handle multiple priorities
College degree in Accounting or Finance or comparable business experience
Strong analytical skills attention to detail and proficiency in reconciliation work
Intermediate/Advanced knowledge of Excel Word and Access
Excellent written and oral communication skills
Ability to quickly establish strong working relationships and instill confidence with external customers team members and all levels of management
Able to work effectively in a team environment
Ability to operate with a minimum of structure and capable of working/participating in an environment which is constantly changing
High commitment to quality. Willing to take responsibility for assigned accounts and the processes which support the success of that account
Ability to work under pressure and within established departmental standards and timetables

Required Experience:

DescriptionAccount Service CoordinatorChubb Global Services North America manages the delivery of Chubb products and services to global customers for sophisticated risk management programs through the Chubb Global Network.Under limited supervision work within the Account Management Service team to ...

Description

Account Service Coordinator

Chubb Global Services North America manages the delivery of Chubb products and services to global customers for sophisticated risk management programs through the Chubb Global Network.

Under limited supervision work within the Account Management Service team to perform a variety of responsibilities and tasks required as part of a Chubb Controlled Master Program.

Responsibilities include:

Issue new and amended Clinical Trials certificates for existing policies for Tier 1 countries:

Create draft certificate with existing templates in SharePoint
Create certificate record in MAX and close task
Send certificate to requestor
Create draft certificate with existing templates in SharePoint
Create certificate record in MAX and send draft to office
Monitor MAX and follow up as required for completed certificate
Send certificate to requestor
Export CT data spreadsheet from MAX
QC and edit as required for expired or amended trials to reflect bound program
Upon program binding create draft certificates via Generator
QC and edit draft certificates as appropriate prior to issuance
Process via MAX (uploading s/s for Tier 1 and close tasks; send Tier 2 to office for issuance see above)
Upload draft certificates to SharePoint
Send certificate(s) to requestor
Issue new and amended Clinical Trials certificates for existing policies for Tier 2 countries
Manage renewal certificates via Generator for large volume programs (currently 20 out of 23)
Maintenance of Certificate Templates SharePoint Site Generator and internal notifications (under direction of ASM)

Qualifications

Excellent organizational skills and ability to handle multiple priorities
College degree in Accounting or Finance or comparable business experience
Strong analytical skills attention to detail and proficiency in reconciliation work
Intermediate/Advanced knowledge of Excel Word and Access
Excellent written and oral communication skills
Ability to quickly establish strong working relationships and instill confidence with external customers team members and all levels of management
Able to work effectively in a team environment
Ability to operate with a minimum of structure and capable of working/participating in an environment which is constantly changing
High commitment to quality. Willing to take responsibility for assigned accounts and the processes which support the success of that account
Ability to work under pressure and within established departmental standards and timetables

Required Experience:

Key Skills

Time Management
Marketing
Microsoft Office
Public Relations
Customer Service
Microsoft Outlook
Microsoft Word
Account Management
Microsoft Powerpoint
Microsoft Excel
Social Media Management
Sales Support

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About Company

Chubb

Chubb Life has been in Egypt since 2003. Chubb Life is the international life insurance division of Chubb - the world's largest publicly traded property and casualty insurance company by market capitalization.

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