Account Administrator

About the Role

This role involves supporting client account management and administrative tasks within an insurance brokerage environment.

Key Responsibilities

• Receives and responds to routine Client inquiries.
• Maintains documentation of communications, existing issues, and issue resolutions.
• Refers complex inquiries to more senior staff.
• Prepares written correspondence and makes telephone calls to underwriters as requested by senior staff.
• Reviews and processes policies and endorsements for accuracy of coverage, policy, content, and form completion.
• Evaluates proposal policies against outlined criteria and notifies senior staff of any missing items or areas of concern.
• Assists in the renewal process by requesting and gathering enrollment, volume, and benefit summary reports.
• Produces employee communications such as newsletters, bulletins, and overhead presentations.
• Assists with financial reporting for renewals by gathering and compiling Client details.
• Executes any requested changes on policies.
• Periodically assists in loss-run requests.
• Extends expiring binders as requested by senior staff.
• Responds to and fulfills requirements generated by the Renewal Assistance Program report and updates the report upon task completion.
• Assists in the upkeep of carrier product information.
• Enters data into the data management system and audits for accuracy, completeness, and conformity to established procedures.
• Maintains and keeps records of Clients.
• Compiles preliminary numbers for promulgating experience modification and orders worksheets.
• Issues and processes Client invoicing.
• Assists in the research of invoice and billing errors.
• Acquires an understanding of insurance brokerage business and account servicing processes.
• Researches industry trends and governmental regulations.
• Performs other responsibilities and duties as needed.

Requirements & Tech Stack

• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
• Ability to use office equipment such as a computer, keyboard, calculator, photocopier, and facsimile machine.
• Ability to work on a computer for a prolonged amount of time.

Qualifications

• Bachelor’s Degree in Business Administration or related field and/or years of experience equivalent.
• Up to three years of Client services experience is required.
• Strong verbal and interpersonal communication skills required.
• Understands industry trends and governmental regulations.
• Ability to complete continuing education requirements as needed.
• Ability to attend company, department, and team meetings as required, including industry training sessions.
• Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information.
• Ability to efficiently organize work and manage time in order to meet deadlines.
• Ability to travel by automobile and aircraft.
• Ability to work outside of normal business hours as needed.
• Legally able to work in the United States.