Technical Coordinator (Insurance) - The Misch Group
Schaumburg, IL
About the Job
Title: Technical Coordinator
Reports To: CEO (or designated Supervisor)
Days/Hours: Full Time/M-F /8:00AM-5:00PM
Location: This is a full-time M-F "in office" position for 3 months then hybrid
Pay Type: Salary/Commissions
Vacation/PTO/Sick Days - Per Employee Manual
Employee Benefits - Per Employee Manual
Essential Duties and Responsibilities:
о Clear suspense items for commercial lines/personal lines; EDOC, Policies, and Commissions.
о Input monthly bank statements during the 1st week of the month for the prior month.
о Track, manage, and reconcile Agency Bill Policies "weekly". (via spreadsheet)
о Update spreadsheets; one-time expense, agency bill income, agency bill fees, payroll/payroll taxes, EBITDA, etc.
о Review bank deposits 2023 vs. 2024 at month end.
о Collect mail each day; immediately send follow-ups to clients for payments and deposit checks.
о Assist with onboarding new hires (Carrier logins, TAM training, paperwork, etc.)
о Answer phone calls for SIA along with other team members.
о Update monthly renewal management spreadsheet after month end to confirm payments are received or not and confirm TAM client screens are updated (client screens billing screen).
о Update renewal management spreadsheets with renewal premiums in separate columns.
о Assist development of proposals (commercial).
о Assist development of renewal policies/auto ID cards in 3-ring binders.
о Assist with COI's, Bonds, EPAY (commercial).
о Pulling Carrier Notifications off carrier websites and forwarding documents appropriately (weekly: cancellations).
о Assist with inputting new policies from acquisitions into the TAM software.
о Manage personnel files, carrier binders, agency licensing, and agency state licensing.
о Manage producer commissions each month by the 20th of each month.
о Assist with different priority tasks and projects as necessary.
о Assist with agency acquisition due diligence.
о Back-up Commercial Client Service Rep and Commercial Marketing when requested.
о Assist with quoting Personal Lines.
о Manage Comcast portal, TAM security manager for SIA, TAM reports and activity reports.
Qualifications:
Must be able to clearly and professionally communicate verbally and in writing to customers, carriers, and internal team members.
Proficient in Microsoft Office Programs (Word, Excel, PowerPoint Outlook).
Very detailed, organized, computer-friendly, paperless, and process-oriented professional within the industry for a minimum of 5 years. 3 year
Motivated, organized, prioritized, and self-managed workload. Be able to take direction from management when necessary or need be.
Ability to work in a team environment (helping other team members and management accomplish goals and objectives outside of the job description when necessary to help), with a positive attitude and willingness to help others.
Maintain a professional appearance.
Currently working in TAM
Education and/or Experience:
College degree preferred.
Solid skills with Excel, Word, Outlook, and PowerPoint are a must.
A minimum of 3 years of recent experience.
PC License
