Insurance Account Coordinator - New Level Resources

Chivaroli & Associates Insurance Services is a full-service brokerage and consulting firm that specializes in the custom design and placement of property and casualty insurance and alternative risk funding solutions for healthcare organizations.

At Chivaroli & Associates,  we work closely with our clients, developing strong relationships and gaining an intimate knowledge of their operations, structure and financial objectives. 

With 100 percent of our resources dedicated to the healthcare industry, we have a deep understanding of the operations and challenges faced by all participants throughout the continuum of care from health systems to individual practitioners.

• Timely and accurate reporting of claims, reporting  to applicable carriers,  carrier communication, assignment of defense counsel, adjuster assignment, evaluation of coverage, and guidance to insured throughout the claim process.
• Monitor policy expiration dates and ensure team expiration list is updated.
• Tracking and management  of the marketing of each renewal. Guide and assist client in preparation of the renewal materials.
• Design and deliver renewal presentations Present opinions and recommendations to clients.
• Approach prospective clients and acquire new business through the penetration of existing clients. 
• Regularly analyzing information  and assisting in product and pricing determinations, negotiating competitive terms, coverage enhancements, retention levels and premiums 
• Frequently arrange and attend meetings with clients, insurance carrier representatives and other service providers often accompanied by a supervisor, but sole attendance is also required at times.
• Review insurance binders for accuracy, prepare confirmations of coverage, invoices, and transmittal to the client. Review electronic copies of policies for accuracy, prepare coverage summaries and transmittal to the client.
• Complete account reporting forms.and generate renewal certificates of insurance.
• Manage the midterm policy changes and issue certificates of insurance throughout the policy year 
• Notify carriers of any potential losses if a change in carrier is processed, and secure premium financing options if requested.
• Track policy issuance and review for accuracy once received.
• Audit requests (request loss runs, prepare letter to auditor, provide a copy to insured).
• Supervise delegated responsibilities to at least one subordinate (Technical Assistant, Account Administrator, or Assistant Account Manager).
• Ensure the quality, timeliness, accuracy, and appropriateness of work product provided by Assistant Account Managers, Account Administrators and Technical Assistants among the service team.
• Provide training, guidance, and mentorship to other members of the Chivaroli team.

• High school diploma required; undergraduate degree preferred
• Possess and maintain a valid California Property and Casualty License.
•   Five or more years of recent Commercial Lines California insurance industry, medical focus preferred.but not required
• Intermediate to advanced-level proficiency with Microsoft 365 
• Excellent customer service and listening skills 
• Ability to  manage complex projects while working under tight schedules and deadlines.
• Demonstrates considerable tact, diplomacy, discretion, 
• Excellent leadership and conflict resolution skills.
• High moral business ethics.
• Superior written/oral communication 
• Outstanding organizational and time management skills to successfully prioritize daily workload
• Positive, courteous, supportive attitude and professional image with all employees, clients, and vendors.
• Ability to work independently and within a team 

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