Project Coordinator

Job description

Job Summary Description:

- Receives and responds to routine Client’s inquiries, maintains documentation of communications, existing issues, and issue resolutions, referring complex inquiries to more senior staff

- Prepares written correspondence and makes telephone calls to underwriters as requested by senior staff

- Reviews and processes policies and endorsements for accuracy of coverage, policy, content, and form completion

- Evaluates proposal policies with criteria outlined in check list and notifies more senior staff of any missing items or area of concern

- Assists in the renewal process by requesting and gathering enrollment, volume, benefit summary reports

- Helps produces employee communications such as newsletter, bulletins, overhead presentations as requested by senior staff

- Assists with financial reporting for renewals by gathering and compiling Client details

- Executes any requested changes on policies

- Periodically assists in loss-run requests

- Extends expiring binders as requested by senior staff

- Responds to and fulfills the requirements generated by the Renewal Assistance Program report and then updates the report when a task is completed

- Assistants in the upkeep of carrier product information

- Enter data into data management system and audit for accuracy, completeness, and conformity to established procedures

- Maintains and keeps records of Clients

- Compiles preliminary numbers for promulgating experience modification, and orders worksheets

- Issues and processes Client invoicing

- Assist is the research of invoice and billing errors

- Acquires an understanding of insurance brokerage business and account servicing processes

- Researches industry trends and governmental regulations

- Performs other responsibilities and duties as needed

Requirements Qualifications:

- Bachelor’s Degree in Business Administration or related field and/or years of experience equivalent

- Up to three years of Client services experience is required

- Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)

- Strong verbal and interpersonal communication skills required

- Understands industry trends and governmental regulations

- Ability to complete continuing education requirements as needed

- Ability to attend company, department, and team meetings as required, including industry training sessions

- Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information

- Ability to efficiently organize work and manage time in order to meet deadlines

- Ability to travel by automobile and aircraft

- Ability to use office equipment such as a computer, keyboard, calculator, photocopier, and facsimile machine

- Ability to work on a computer for a prolonged amount of time

- Ability to work outside of normal business hours as needed

- Legally able to work in the United States