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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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