Personal Lines Account Adminstrator

Description

The Account Administrator provides support to Account Managers/Executives and Consultants in servicing assigned personal lines accounts. This position requires a detail-oriented and organized individual. The Account Administrator provides excellent customer service and builds professional relationships with customer contacts and provides clerical and administrative support to Personal Lines team as needed. The Account Administrator must perform to the ethical standards required by the Colorado Department of Insurance and Moody Insurance Agency, Inc.

Job Functions:

Following is a brief outline of essential tasks for the Account Administrator position, but other responsibilities and duties may be assigned:

• Provide customer service to clients (answering questions regarding coverages, billing, etc.)
• Support Consultant/Account Manager during market renewals for their assigned accounts. Prepare remarketing information and gather additional information as needed from the client.  Create and distribute the renewal submission once finalized.
• Assist in obtaining quotes from carriers upon request.  Rate policies or check previously rated policies for proper rating and use automated systems to develop accurate information. With feedback from Consultant/Account Manager, obtain appropriate coverage changes or additions.
• Check policies to verify the information matches quotes, proposals and/or the Agency Management System as requested by the Account Manager.
• Effectively and efficiently process endorsement requests as directed by Account Manager and according to Personal Lines Procedure Manual guidelines.
• Verify endorsements received from the insurance company match what was requested
• Issue Auto ID cards upon request
• Process cancellation notices
• Follow up on suspense items daily, in accordance with department policy 
• Must obtain a Colorado Property and Casualty License within 90 days of hire. Thereafter, responsible to maintain a current, active license at all times.  Must complete Continuing Education classes as required to maintain license or as requested by management, including work toward obtaining insurance industry designations, such as CISR and AIS.

Requirements

Minimum Qualifications and Requirements:

• Able to read and write in English
• High School diploma or equivalent
• Must currently possess (or be able to obtain within 90 days of hire) a Colorado Property and Casualty Insurance License
• Must possess proficient computer skills including working knowledge of Microsoft Office products, especially Word and Excel. Previous experience with AMS 360, Worksmart, or similar agency management or bond issuance software desired, but not required.
• Excellent written and verbal communication skills
• Strong customer service and team skills; must interact effectively with clients, co-workers and management
• Strong attention to detail and solid organizational skills
• Solid prioritization skills, sense of urgency, and ability to work efficiently under time constraints
• Ability to analyze and solve problems