Account Administrator

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