Coordinator, Commercial Lines Insurance

National Financial Partners Corp. Voorhees , NJ 08043

Posted 2 months ago

Assists Account Managers and Account Executives by performing various administrative and clerical functions necessary for maintaining accounts.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

  • Inputs changes into computer (such as renewals) and files various items electronically in EPIC document management system.

  • Follows up with the insurance companies for outstanding policies, endorsements, etc.

  • Prepares I.D. cards, certificates of insurance, Accord applications, binders and cancellations under the direction of Account Manager or Account Executive.

  • Maintains the Department's suspense file both electronic and manual for various correspondence and endorsements.

  • Performs basic policy checking.

  • Processes premium and non-premium endorsements.

  • Performs audit checking and billing.

  • Performs maintenance and follow-up for timely receipt of audits.

  • Responsible for training new clerks and trainees.

  • Must maintain phone coverage for receptionist or teammate in his/her absence.

  • Will assist on various projects as needed and assigned by Department Manager.

  • Matches mail; i.e. policies, endorsements, pending mail, copies.

  • Operates standard office machines; i.e. fax, copier.

EDUCATION and/or EXPERIENCE:

Required:

  • Minimum one year of office clerical and administrative experience

  • Must be computer literate with proficiency in basic Word and Excel skills

  • Must be experienced with policy checking

  • Strong organizational skills and attention to detail required

Preferred:

  • College degree or agent's Property & Casualty Insurance license

  • EPIC Agency Mgmt experience

  • Experience working with commercial lines accounts

COMPETENCIES:

To perform the job successfully, an individual should demonstrate the following competencies:

  • Customer Service
  • Manages challenging customer situations; Responds promptly to customer needs; Responds to requests for service and assistance
  • Interpersonal Skills
  • Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting; Maintaining professional/emotional composure
  • Oral Communication
  • Listens and gets clarification; Responds well to questions
  • Written Communication
  • Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information
  • Teamwork
  • Balances team and individual responsibilities; Contributes to building a positive team spirit
  • Ethics
  • Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values
  • Organizational Support
  • Follows policies and procedures; Completes administrative tasks correctly and on time; Supports organization's goals and values.
  • Judgment
  • Exhibits sound and accurate judgment; Includes appropriate people in decision-making process.
  • Motivation
  • Demonstrates persistence and overcomes obstacles.
  • Planning/Organizing
  • Prioritizes and plans work activities; Uses time efficiently; Plans for additional resources; Sets goals and objectives; Organizes or schedules other people and their tasks.
  • Professionalism
  • Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments.
  • Quality
  • Demonstrates accuracy and thoroughness.
  • Quantity
  • Meets productivity standards; Completes work in timely manner.
  • Adaptability
  • Adapts to changes in the work environment; Manages competing demands.
  • Attendance/Punctuality
  • Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time.
  • Dependability
  • Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals; Completes tasks on time or notifies appropriate person with an alternate plan.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Mathematical Skills

Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.

Reasoning Ability

Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is regularly required to sit; use hands for computer work and writing, and the ability to talk and hear. The employee is occasionally required to stand; walk; reach with hands and arms. Specific vision abilities required by this job include close vision, depth perception and ability to adjust focus.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.


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Coordinator, Commercial Lines Insurance

National Financial Partners Corp.