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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. Serving as a subject matter expert for administrative, customer service and account management team key duties and responsibilities.
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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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Assist in directing day-to-day activities and workflow assigned to administrative, customer service and account management team that are performed on assigned book of business, which include 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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Job Summary 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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