Account Coordinator - Insight Global
San Mateo, CA
About the Job
Job Description
Description:
This position is responsible for coordinating the internal service process for assigned commercial property and clients in a new, industry-changing brokerage.
The Small Business Team is looking for a client-focused, detail-oriented, and ambitious person to join their team of highly motivated, inclusive of everyone, and open to new idea folks. A successful candidate will have strong communications skills and be able to partner with the Account Managers, Account Executives, and Producers. Each client presents different opportunities to provide unique services. Looking for a person who is organized, skilled at problem-solving, and juggling competing priorities. This company and this team believe in accountability and are in this together -- they work together to see the big picture and get the job done and are not afraid to have fun while doing so!
* Prepare and review client communications and deliverables.
* Execute consistent and accurate data and information entry and maintenance in various systems including AMS, SharePoint, etc.
* Execute consistent and accurate database and document management processes and workflows.
* Solid communication skills: writing and presentation preparation.
* Excellent telephone etiquette and customer service.
* Adaptability and flexibility to respond to client and team needs.
* Ability to learn and adopt and train use of technology systems and software applications.
* Ability to review internal/external deliverables to ensure accuracy
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com .
To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .
Skills and Requirements
Must Have:
* 1-3+ years working at an insurance brokerage in the commercial sector
o Core business is not commercial insurance but want people to come in and grow this division
* Strong administration experience: processing/getting documents prepared, putting documents in DocuSign, sending deliverables to clients and invoicing follow-up including, prepare, process, and distribute endorsements, etc.
* Past work of successfully outsourcing workflows including, but not limited to, certificates of insurance, auto identification cards, policy checking, and MVRs.
* Experience supporting and reporting into high-level Account Managers by taking instructions from Managers and executing on work, paperwork and sending deliverables to clients
* Have monitored and resolved billing discrepancies and performed resolutions in past
* Experience coordinating and owning the renewal process workflow for successful, timely execution.
Plusses:
o Prefer people who currently work at Marsh, AON Corporation, Willis Tower Watson (WTW), Hub International, Gallagher, Heffernan, and Patra -- in the commercial insurance space. null
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion,sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to HR@insightglobal.com.
Description:
This position is responsible for coordinating the internal service process for assigned commercial property and clients in a new, industry-changing brokerage.
The Small Business Team is looking for a client-focused, detail-oriented, and ambitious person to join their team of highly motivated, inclusive of everyone, and open to new idea folks. A successful candidate will have strong communications skills and be able to partner with the Account Managers, Account Executives, and Producers. Each client presents different opportunities to provide unique services. Looking for a person who is organized, skilled at problem-solving, and juggling competing priorities. This company and this team believe in accountability and are in this together -- they work together to see the big picture and get the job done and are not afraid to have fun while doing so!
* Prepare and review client communications and deliverables.
* Execute consistent and accurate data and information entry and maintenance in various systems including AMS, SharePoint, etc.
* Execute consistent and accurate database and document management processes and workflows.
* Solid communication skills: writing and presentation preparation.
* Excellent telephone etiquette and customer service.
* Adaptability and flexibility to respond to client and team needs.
* Ability to learn and adopt and train use of technology systems and software applications.
* Ability to review internal/external deliverables to ensure accuracy
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com .
To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .
Skills and Requirements
Must Have:
* 1-3+ years working at an insurance brokerage in the commercial sector
o Core business is not commercial insurance but want people to come in and grow this division
* Strong administration experience: processing/getting documents prepared, putting documents in DocuSign, sending deliverables to clients and invoicing follow-up including, prepare, process, and distribute endorsements, etc.
* Past work of successfully outsourcing workflows including, but not limited to, certificates of insurance, auto identification cards, policy checking, and MVRs.
* Experience supporting and reporting into high-level Account Managers by taking instructions from Managers and executing on work, paperwork and sending deliverables to clients
* Have monitored and resolved billing discrepancies and performed resolutions in past
* Experience coordinating and owning the renewal process workflow for successful, timely execution.
Plusses:
o Prefer people who currently work at Marsh, AON Corporation, Willis Tower Watson (WTW), Hub International, Gallagher, Heffernan, and Patra -- in the commercial insurance space. null
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion,sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to HR@insightglobal.com.
Source : Insight Global