Insurance Account Assistant
Company: AssuredPartners
Location: Loomis
Posted on: June 24, 2022
Job Description:
Who said Insurance has to be dated, boring, and an unfulfilling
career? Insurance Account Management can be exciting, challenging,
and impactful (after all, your life's mission is to help protect
people and their loved ones - what a great way to make a world of
difference in someone's life!). Business Insurance (a.k.a.
Commercial Lines) is a hidden gem, and AssuredPartners is the
emerging underdog.But don't just take our word for it - see what
our employees have to say below!
The Ideal Candidate
- You enjoy problem-solving with great, customer-service minded
solutions
- 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
Insurance Account Coordinator Role Overview:
- Salary: Competitive salary based on experience
- Location: In-office role at 1425 River Park Drive, Suite 226,
Sacramento, CA 95815
- Work Hours: In-office Monday through Friday regular business
hours
- Our Awesome Benefits:
- 401K + employer match
- Medical, Dental, and Vision Insurance with HSA and FSA
options
- Employer-paid life insurance and long-term disability
- Paid holidays and paid time-off, including volunteer time
- Opportunities for growth and promotion up to leadership
level
Insurance Account Coordinator Role Include:The Account Coordinator
assists the Account Executive or Account Representative and other
department personnel by processing work associated with insurance
clients, such as issuing certificates of insurance, rating, data
entry, renewal preparation and other tasks by performing the
following duties.
- Enters accurate client information into agency management
system
- Processes change requests, follows up with carriers as needed,
reviews endorsements for accuracy, and generates accurate
invoices
- Creates correspondence to carriers and clients. Sets up Notice
of Cancellations and Reinstatements. Processes final cancellations.
Process final audits and sends to insured.
- Updates lost business spreadsheet
- Issues certificates of insurance and evidences of property
- Prepares policy binder, renewals, and other documents for
delivery to insured
- Orders loss runs from insurance carriers. Reviews loss data and
premium data to calculate loss ratios
- Collaborates with Account Executive. Account Manager, and/or
Marketing Executive in the preparation of documents for
presentation to clients and prospective clients, including
pre-renewal analysis, quote comparisons, and proposals using
Microsoft Office Suite and Adobe software products
- Assists Account Executive, Account Manager, and/or Marketing
Executive as needed to follow up on pending items with insurance
carriers
- Rates lines of coverage and obtains quotes as needed, using
various insurance carrier rating platforms
- Updates driver, equipment, and vehicle schedule and makes MVR
requests if required
- Other duties as assigned.
Insurance Account Coordinator Role Requirements:
- Open to new grads with no experience or junior-level talent
with goals to grow a rewarding career!
- 1+ years of Commercial Lines agency experience preferred (No
related experience necessary with a Bachelor's degree)
- College degree preferred
- Active California State Property & Casualty license or ability
to obtain license upon starting
- Tech-savvy; Familiar with Microsoft Office (Word, basic Excel,
etc.) and ability to pick up software quickly. Must have
proficiency with Excel including basic formulas, cleaning up data
sets, etc.
- Strong organizational and communication skills
About AssuredPartners:AssuredPartners is the fastest-growing
independent insurance agency in the U.S. Founded in 2011 as a
national partnership of leading independent property and casualty
and employee benefits brokerage firms, AssuredPartners is now one
of the largest brokers in the nation after acquiring over 325
agencies. AssuredPartners has approximately 7,000 team members and
offices in 40 states and two countries reaching 1.5 billion dollars
in revenue. As our company continues to grow at a rapid pace, so do
the opportunities for our current and future employees.
- Inc. Magazine's Best-Led Companies of 2021
- Named a 2021 "5-Star Brokerage" by Insurance Business
Magazine
- Ranked #5 in the Insurance Journal's Top 100 Property/Casualty
Agencies
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!#a
Keywords: AssuredPartners, Sacramento , Insurance Account Assistant, Other , Loomis, California
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