11 ago - Cassago Brianza
Relation Insurance Services
ph3What We’re Looking For /h3 /brpThe Account Coordinator is responsible for ensuring the accuracy, timeliness, and execution of all policy documents, renewals, and day-to-day servicing requests, acting as the primary contact for any administrative tasks related to a client's policies. The Account Coordinator must remain knowledgeable of advances in the insurance business as well as keeping abreast of the types of insurance products available. /p /brh3What We’re Looking For /h3 /brpThe Account Coordinator is responsible for ensuring the accuracy, timeliness, and execution of all policy documents, renewals, and day-to-day servicing requests, acting as the primary contact for any administrative tasks related to a client's policies. The Account Coordinator must remain knowledgeable of advances in the insurance business as well as keeping abreast of the types of insurance products available. /p /brh3A GLIMPSE INTO YOUR DAY /h3 /brul /brliServes as initial point of contact for the client. Monitors client questions, provides recommendations in partnership with the Account Management Team on appropriate coverage changes and/or contractual requirements. /li /brliIdentifies, researches and provides resolution for routine or basic client issues. /li /brliMaintains client files accurately and consistently, responsible for proper documentation of files and proper communication in accordance with company workflow, procedures, and best practices. Maintains a high degree of accuracy in document management systems. /li /brliAssists the Account Management team with the remarketing of renewals to ensure a high level of account retention. Prepares proposals as directed by the Account Manager. /li /brliMay review policies from carriers for accuracy, expedite corrections, and handle endorsement and applications. /li /brliEnsures carriers respond promptly to expedite claim settlements. /li /brliReviews policy audits and verifies their accuracy. Confirms necessary corrections between the client and the carrier are executed at the direction of the Account Management team. Proactively communicates with client any significant audit differences. /li /brliAs directed by the Account Management team, reviews cancellation requests,
identifies reasons, and attempts to retain client accounts while preserving the company’s financial interests. /li /brliKeeps up to date with industry trends, new products, legislation, coverage, and technology to improve knowledge, performance, and client services. /li /brliFully adopts innovative technology, including proprietary AI solutions, into the service process to deliver a best-in-class client service experience /li /brliSpecial projects and other duties as assigned. /li /br /ul /brh3What Success Looks Like In This Role /h3 /brul /brliA Property and Casualty License from state of domicile is required and must be maintained. /li /brliAssociate in insurance (AINS) and/or Certified Insurance Service Representative (CISR) Designation preferred. /li /brliHigh School Diploma or equivalent required. Four-year degree preferred. /li /brliMinimum 3 years of client service experience in the insurance industry with a focus on commercial lines. /li /brliBilingual (Spanish/English) a plus or a must in some locations. /li /brliIn-depth understanding of commercial lines of coverage. /li /brliStrong analytical and mathematical skills. /li /brliStrong PowerPoint and presentation skills for both in-person and teleconference/webinar sessions. /li /brliOutstanding interpersonal and communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors and others. /li /brliMust be able to understand written and oral communications and interpret information written within policies. /li /brliProficient skills in Microsoft Office (primarily Excel and Word)., agency management systems software, and online rating systems. /li /brliIntermediate knowledge of insurance markets, products, services, insurance ratings and underwriting procedures.
/li /brliMust have a valid driver’s license, the ability to travel to client sites and a reliable source of transportation. /li /br /ul /brh3WHY CHOOSE RELATION? /h3 /brul /brliCompetitive pay. /li /brliA safe and healthy work environment provided by our robust agevolazioni program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more. /li /brliCareer advancement and development opportunities. /li /br /ul /brh3Note: /h3 /brpThe above is not all encompassing of the full position description. /p /brpbRelation Insurance Inc. /b provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. /p /brpThe wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Relation, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is presented within this posting. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. $19.00 - $37.50 /p /p #J-18808-Ljbffr
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