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Management and execution of a variety of customer service and value-added service requests/inquiries including but not limited to: account activity; policy administration and insurance placement; billing activity; claims administration; coverage/loss analysis; contract review for insurability; review policy forms and endorsements; review audits; identify errors and facilitate corrective actions; Certificates of Insurance; Evidences of Property; and Cancellation/Reinstatements.
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Maintain frequent, transparent communication with account team regarding individual and team client service and policy administration activities, ensuring that the AE, Producer and/or Management is fully informed of workload status, questions, concerns and/or any errors, discrepancies or changes as it relates to the account and their insurance policies and facilitates appropriate/corrective actions.
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Direct day-to-day activities and workflow assigned to administrative, customer service and/or account management team which includes delegation and prioritization of assignment/task, communication on performance expectations, and monitoring execution to ensure performance requirements and timelines are met.
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Responsible for strategic coordination and execution of day- to-day administrative and customer service activities for assigned accounts, and capable of resolving complex customer service problems, showing the ability for critical thinking and thought process in taking the next step in the best interest of the client, carrier partner and IOA.
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Assist in monitoring team performance to ensure productivity, efficiency, quality, and service standards are met, recommending corrective actions to Management when appropriate. Exceptional customer service skills.
Full-timeRemoteExpandApply NowActive JobUpdated 2 months ago - UpvoteDownvoteShare Job
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Has a through working knowledge of insurance brokerage business and assigned clients' needs. 3+ years of account management experience; or 5+ years related experience in the insurance industry.
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Working in conjunction with Account Executive (AE) or Producer and following established industry and company guidelines; responsible for managing an assigned book of business; increasing account retention and new business support; and meeting all performance requirements regarding production, quality, and ensuring that no liability associated with errors and omissions occur.
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Company commitment to work/family life balance and community service. Maintain agency management system, other agency supported systems and carrier/vendor online platforms, ensuring all data entered is complete, clearly presented and well-documented, accurate, and up-to-date.
Full-timeRemoteExpandApply NowActive JobUpdated 1 month ago
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