Job Description

Key Responsibilities:

• Act as a primary support resource for Account Partners, aiding in client management and project coordination.
• Diligently track and manage account renewals, ensuring all processes are timely and seamlessly executed.
• Issue necessary documentation such as binders, certificates, ID cards, and endorsements, supporting the comprehensive servicing of accounts.
• Collaborate with the Accounting Department to facilitate transaction processes.
• Oversee claims processes to guarantee they are addressed promptly and equitably.
• Prepare and maintain detailed client files and ensure accurate data entry in our computer systems.
• Negotiate with carriers to secure favorable renewal terms.
• Assist in the preparation of client renewal materials and explore additional policy options to enhance client offerings.
• Handle the preparation and processing of critical documents including proposals, quotes, and applications.
• Support Account Partners in remarketing efforts to maximize client retention.
• Maintain robust internal communications to provide effective administrative support.
• Participate in professional development opportunities, including seminars and training programs.

Qualifications:

• High School Diploma or equivalent required; further education or certifications are a plus.
• 3-5 years of relevant experience, preferably in a support or customer service role within the insurance sector.
• Must obtain a Pennsylvania Insurance License within a designated timeframe post-hire.
• Proficient with basic computer operations and software.
• Excellent communication skills, both written and verbal.
• Demonstrated reliability and a strong work ethic.
• Capable of multitasking in a fast-paced environment.
• Positive attitude, patience, and a keen desire to learn and grow within the industry.

What We Offer:

• A supportive and inclusive workplace.
• Opportunities for professional growth and development.
• Competitive compensation and benefits package.