Account Coordinator

USI Uniondale , NY 11553

Posted 2 months ago

General Description: Assist Sales Executive and Account Manager in servicing and retention of Commercial clients. Works to ensure client retention goals are met by responding promptly to requests from Sales Executive and Account Manager. Required to perform essential functions and meet service standards and Best Practices developed by USI.

Responsibilities:

  • Participate in basic client services such as issuing Certificates of Insurance, Evidence of Property Coverage and Auto ID Cards.

  • At the Account Manager's direction, order various endorsements from carriers, confirm changes to client, follow-up for receipt of endorsements, verify their accuracy and deliver to client with appropriate correspondence.

  • Process various documents such as policy audits, cancellations and reinstatements.

  • Order various reports, loss runs, MVR's and follow-up for their receipt.

  • Assist with spreadsheets and premium allocations, when requested.

  • Prepare premium finance agreements and manage the process.

  • Prepare summaries of insurance, when requested.

  • Assist in invoicing documents including installment plans and multi-client invoicing.

  • Assist in resolution of commission differences.

  • Handle or refer underwriters' questions, when requested.

  • Maintain client files accurately and consistently; responsible for proper documentation of files and proper communication to all in accordance with company workflows, procedures and best practices. Maintain a high degree of accuracy in agency management and document management systems. Adhere to ImageRight workflows.

  • Other projects, as needed by Sales Executive or Account Manager.

Knowledge, Skills and Abilities:

  • Minimum of 1 year of experience in an insurance agency environment. High School Graduate.

  • Must hold state Property & Casualty insurance license or willing to obtain one within an agreed upon timeframe.

  • Must have an understanding of the insurance product and the ability to handle and prioritize multiple tasks in an organized manner.

  • Good interpersonal skills and ability to work in a team environment.

  • Must have great customer service skills and attention to detail with high quality standard.

  • Must be comfortable with internet based programs as well as knowledge of Microsoft office products.

  • Eager to learn new concepts and further professional development. Expected to further industry experience through courses with intent to pursue an industry designation.

  • Sets priorities and manages work flow to ensure efficient, timely and accurate processing of transactions and other responsibilities.

  • Maintain a cordial and effective relationship with clients, co-workers, carriers, vendors and other business contacts. Ability to work in a team environment.

  • Interact with others effectively by utilizing good communication skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the company.

Job ID:
18636


icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Care Coordinator I Nassau

Memorial Sloan-Kettering Cancer Center

Posted 7 days ago

VIEW JOBS 7/11/2019 12:00:00 AM 2019-10-09T00:00 Company Overview At Memorial Sloan Kettering (MSK), we're not only changing the way we treat cancer, but also the way the world thinks about it. By working together and pushing forward with innovation and discovery, we're driving excellence and improving outcomes. For the 28th year, MSK has been named a top hospital for cancer by U.S. News & World Report. We are proud to be on Becker's Healthcare list as one of the 150 Great Places to Work in Healthcare in 2018, as well as one of Glassdoor's Employees' Choice Best Place to Work for 2018. We're treating cancer, one patient at a time. Join us and make a difference every day. Job Description Start your career at Memorial Sloan Kettering and you'll find yourself quickly making a difference in the lives of our patients. When you join us as a Care Coordinator I at our new Nassau facility, you will find meaningful work and become part of a team where everyone plays an important role in the fight against cancer. Are you ready to make a difference in the lives of others? This is a life's calling. To learn more about the new facility in Nassau county, please read here about the services that Memorial Sloan Kettering will be bringing to the Long Island community. YOU ARE: * An effective communicator, capable of determining how best to reach different audiences and executing communications based on that understanding * Adept at building partnerships and working collaboratively with a team to meet shared objectives and goals * Actively seeking new ways to grow and challenge yourself, using both formal and informal development * Flexible in your approach and demeanor in order to align with the shifting demands of evolving circumstances * Passionate about working in a healthcare setting and committed to delivering a best-in-class patient experience YOU WILL: * Work as a member of practice staff team of session assistants to ensure that each physician practice session is well-prepared, organized, and fully utilized and that each patient visit occurs with satisfaction * Serve as a liaison between the patient, family, and clinical team during the clinic visit * Greet/check-in and orient patients to the outpatient visit and to the environment, as well as complete the patient visit by scheduling and coordinating all appropriate tests, procedures, visits, treatments and consultations in accordance with the physicians' orders YOU HAVE: * An associate's or 2 years college (required); bachelor's degree (preferred). A high school diploma/GED and 2 years relevant experience (frontline, patient-facing role in healthcare) in lieu of the associate's degree. * A proven dedication to healthcare through work, internship, or volunteer experience. * Excellent computer skills * Ability to handle acutely ill patients in stressful situations with a positive demeanor * Ability to provide at least a 2 year commitment The initial three week training period for the Care Coordinator role will take place in Manhattan. Hours vary between 6:15 am and 10:00 pm (Monday-Friday, occasional Saturdays). Schedules are provided one week in advance and flexibility between shifts is expected. In order to be considered for the Care Coordinator position, you are required to pass an online Administrative Assessment. During the application process for this position, you will be prompted to take the assessment, which will take about 45 minutes to complete. #LI-POST Closing MSK is an equal opportunity and affirmative action employer committed to diversity and inclusion in all aspects of recruiting and employment. All qualified individuals are encouraged to apply and will receive consideration without regard to race, color, gender, gender identity or expression, sexual orientation, national origin, age, religion, creed, disability, veteran status or any other factor which cannot lawfully be used as a basis for an employment decision. Federal law requires employers to provide reasonable accommodation to qualified individuals with disabilities. Please tell us if you require a reasonable accommodation to apply for a job or to perform your job. Examples of reasonable accommodation include making a change to the application process or work procedures, providing documents in an alternate format, using a sign language interpreter, or using specialized equipment. Memorial Sloan-Kettering Cancer Center Uniondale NY

Account Coordinator

USI