Account Coordinator I - GB

About Gilsbar:

For more than half a century, Gilsbar has offered services, solutions and support for business and associations looking for happier constituents and healthier bottom lines.

As one of the nation's largest privately held health and benefits management organizations and a market leader of malpractice and ancillary business policies for professionals, Gilsbar delivers an unwavering commitment to partnerships guided by a corporate vision and strategy focused on our clients - employers, brokers, consultants, affinity groups, insurance carriers and more.

These professionals choose Gilsbar for our innovation, ingenuity, knowledge and world-class service, and continue to stay with us through the years. Our expertise makes Gilsbar the trusted choice for clients across the nation.

At Gilsbar, we look for employees who want to be a member of the Gilsbar team and are willing to work hard. If you have a good sense of humor, a cooperative attitude, can follow instructions, look for solutions - not excuses, are excited to learn new skills, and are ethical and honest even when no one is watching, then we would love to hear from you!

Why Choose Gilsbar?

• Full benefits including medical, dental, vision, life insurance, Health Savings Account funding and multiple voluntary insurance options

• Robust wellness program and opportunity to earn financial incentives

• 401k matching program

• Flexible schedule options in a family-orientated environment

• An organization that gives back to the community and provides employees the opportunity to do the same

• Generous time off with paid holidays included

• Employee-led committees who guide our charitable efforts, corporate events and wellness initiatives

• Tuition Reimbursement

• Financial Coaching

• Casual dress code policy - ask us about how we have transformed our dress code policies into an opportunity for charitable donations!

Overview:

The Account Coordinator serves as a support for an Account Manager or Consultant. They are responsible for support documentation, application review, communication between Sales and Underwriters and basic customer service. This role is responsible for analyzing and answering requests by mail, telephone or e-mail from clients, prospects, wholesalers, or carriers.

Expectations:

• Coordinates communication with clients and sales efforts between the Consultant or Account Manager and the Underwriter

• Interprets policy provisions to determine coverage

• Reviews incoming applications, forms or supplements, etc noting incomplete items; wherever possible

• Prepares client proposal documents and coordinates marketing documents to send to client

• Provides industry accepted proof of insurance to clients in the form of certificates of insurance or copies of declarations page, as per correct procedure and guidelines

• Processes and generates premium finance agreements and notices according to procedures

• Performs transactions for customer policies at mid-term, inception or anniversary dates in order to facilitate proper accounting of premiums received

• Transcribes answers on competitor applications into computer system, in order to prepare account for underwriting

• Issues policies to conform to the individual account underwriting mandate, while maintaining Gilsbar's quality standard for carrier audit of error ratio of policy booking

• Performs closeout procedure on each application or quotation not sold or renewed, carrying out necessary timely certified notice as appropriate and conforming to Gilsbar's PL E&O standard.

Requirements:

The successful candidate will have at a minimum:

• High School Diploma or General Education Degree
• 1-2 years of experience
• H&L License (Required)