Project Coordinator

Key Responsibilities

• Receive and respond to routine Client inquiries.
• Maintain documentation of communications, existing issues, and issue resolutions.
• Refer complex inquiries to more senior staff.
• Prepare written correspondence to underwriters.
• Make telephone calls to underwriters as requested by senior staff.
• Review and process policies and endorsements for accuracy.
• Evaluate proposal policies against a checklist and notify senior staff of missing items or areas of concern.
• Assist in the renewal process by requesting and gathering enrollment, volume, and benefit summary reports.
• Produce employee communications such as newsletters, bulletins, and overhead presentations.
• Assist with financial reporting for renewals by gathering and compiling Client details.
• Execute requested changes on policies.
• Periodically assist in loss-run requests.
• Extend expiring binders as requested by senior staff.
• Respond to and fulfill requirements generated by the Renewal Assistance Program report and update the report upon completion.
• Assist in the upkeep of carrier product information.
• Enter data into the data management system and audit for accuracy, completeness, and conformity.
• Maintain and keep records of Clients.
• Compile preliminary numbers for promulgating experience modification and order worksheets.
• Issue and process Client invoicing.
• Assist in the research of invoice and billing errors.
• Acquire an understanding of insurance brokerage business and account servicing processes.
• Research industry trends and governmental regulations.
• Perform other responsibilities and duties as needed.

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 knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint).
• Strong verbal and interpersonal communication skills.
• Understanding of industry trends and governmental regulations.
• Ability to complete continuing education requirements.
• Ability to attend company, department, and team meetings, 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 to meet deadlines.
• Ability to travel by automobile and aircraft.
• 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.
• Ability to work outside of normal business hours as needed.
• Legally able to work in the United States.