Commercial Account Coordinator
Overview:
Tolman & Wiker, an AssuredPartners company, is seeking an Account Coordinator to join their commercial division.
In this role, you will work closely with account managers and account executives as well as issue certificates of insurance, rating, data entry, renewal preparation and other tasks by performing the following duties.
The Ideal Candidate You enjoy learning and problem-solving Teamwork is part of your DNA and you are looking for a great opportunity to be a part of a team, learn from senior team members, and have a great career path You have great communication skills (verbal & written) and are dependable to get the job done If this sounds like you, we invite you to keep reading and apply! What You'll Do:
Client Support:
Creates correspondence to carriers and clients, including transmission of final audits, policy binders, renewals, and other routine written communications.
Provide administrative support in the form of front desk coverage and other duties.
Account Management:
Enters accurate client information into agency management system and exports data as needed.
Partners to create, maintain, and audit client and prospect data throughout various agency systems.
Processes change requests, follows up with carriers as needed, reviews endorsements for accuracy, and generates accurate invoices.
Prepares Notices of Cancellations and Reinstatements.
Processes final cancellations.
Issues certificates of insurance and evidences of property.
Updates driver, equipment and vehicle schedule and makes MVR requests if required.
Manage assorted administrative tasks related to account maintenance, as required.
Insurance Expertise:
Actively engage in learning; study industry trends.
Seeks out self-directed learning to increase industry knowledge.
Maintains carrier updates and bulletins in a shared document environment.
What's in it For You?:
To help you make the best decision for your personal growth, it's important to us to share a glimpse of what we offer our top asset, our people:
Competitive hourly salary of $21/hour to $24/hour Hybrid flexibility after 1 year of training Generous 30
Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days Health benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options Company match 401(k) plan - 50% up to 6%! Support of your fitness wellness goals! We offer up to 75% off at over 11,000 gyms and fitness centers Opportunity to prioritize your mental health with 24/7 access to licensed therapists Pet benefits & discounts Access to our Employee-led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout AssuredPartners What You'll Need:
College degree required Strong organization and written/verbal communication skills Strong attention to detail and conscientiousness Efficient prioritization and time management skills Ability to quickly learn multiple software systems Proficient in Microsoft Office or similar systems, including spreadsheets, email, word processing, and presentation software Grow, with us:
AssuredPartners is passionate about fueling our clients' innovation and growth.
That makes us the perfect place for creative, dynamic people who want to grow their career while helping businesses, families and people thrive.
We're proud to be the fastest-growing independent insurance broker in America, but we're even prouder of the honest, caring relationships that our employees build with our clients every day.
Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us.
AssuredPartners is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members.
AssuredPartners is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger! Recommended Skills Account Management Attention To Detail Auditing Bulletins Communication Curiosity Estimated Salary: $20 to $28 per hour based on qualifications.
Tolman & Wiker, an AssuredPartners company, is seeking an Account Coordinator to join their commercial division.
In this role, you will work closely with account managers and account executives as well as issue certificates of insurance, rating, data entry, renewal preparation and other tasks by performing the following duties.
The Ideal Candidate You enjoy learning and problem-solving Teamwork is part of your DNA and you are looking for a great opportunity to be a part of a team, learn from senior team members, and have a great career path You have great communication skills (verbal & written) and are dependable to get the job done If this sounds like you, we invite you to keep reading and apply! What You'll Do:
Client Support:
Creates correspondence to carriers and clients, including transmission of final audits, policy binders, renewals, and other routine written communications.
Provide administrative support in the form of front desk coverage and other duties.
Account Management:
Enters accurate client information into agency management system and exports data as needed.
Partners to create, maintain, and audit client and prospect data throughout various agency systems.
Processes change requests, follows up with carriers as needed, reviews endorsements for accuracy, and generates accurate invoices.
Prepares Notices of Cancellations and Reinstatements.
Processes final cancellations.
Issues certificates of insurance and evidences of property.
Updates driver, equipment and vehicle schedule and makes MVR requests if required.
Manage assorted administrative tasks related to account maintenance, as required.
Insurance Expertise:
Actively engage in learning; study industry trends.
Seeks out self-directed learning to increase industry knowledge.
Maintains carrier updates and bulletins in a shared document environment.
What's in it For You?:
To help you make the best decision for your personal growth, it's important to us to share a glimpse of what we offer our top asset, our people:
Competitive hourly salary of $21/hour to $24/hour Hybrid flexibility after 1 year of training Generous 30
Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days Health benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options Company match 401(k) plan - 50% up to 6%! Support of your fitness wellness goals! We offer up to 75% off at over 11,000 gyms and fitness centers Opportunity to prioritize your mental health with 24/7 access to licensed therapists Pet benefits & discounts Access to our Employee-led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout AssuredPartners What You'll Need:
College degree required Strong organization and written/verbal communication skills Strong attention to detail and conscientiousness Efficient prioritization and time management skills Ability to quickly learn multiple software systems Proficient in Microsoft Office or similar systems, including spreadsheets, email, word processing, and presentation software Grow, with us:
AssuredPartners is passionate about fueling our clients' innovation and growth.
That makes us the perfect place for creative, dynamic people who want to grow their career while helping businesses, families and people thrive.
We're proud to be the fastest-growing independent insurance broker in America, but we're even prouder of the honest, caring relationships that our employees build with our clients every day.
Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us.
AssuredPartners is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members.
AssuredPartners is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger! Recommended Skills Account Management Attention To Detail Auditing Bulletins Communication Curiosity Estimated Salary: $20 to $28 per hour based on qualifications.
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