Commercial Lines Account Coordinator

5 days ago


Chicago, Illinois, United States Alera Group Full time
About the Role

We are seeking a highly organized and detail-oriented Commercial Lines Account Coordinator to join our team at Alera Group. As a key member of our Healthcare Liability Team, you will play a critical role in supporting our account managers, account executives, and producers in delivering exceptional service to our clients.

Key Responsibilities
  • Client Management: Enter client and policy information into our agency management system, ensuring accuracy and timeliness.
  • Collaboration and Communication: Work closely with colleagues to maintain shared information and ensure seamless communication with clients and vendors.
  • Policy Administration: Review policies, process change requests, follow up with carriers, review endorsements, and invoice clients in a timely and efficient manner.
  • Insurance Knowledge: Develop a strong understanding of Medical Malpractice Liability Insurance and other ancillary liability lines, staying up-to-date on industry developments and best practices.
  • Account Maintenance: Assist in the renewal and new business processes, ensuring a smooth and efficient experience for clients.
  • Relationship Building: Build and maintain relationships with carrier partners, doctors, medical firms, front office staff, and personnel in other Alera firms.
  • Administrative Support: Assist the account management team in generating certificates of insurance, documents, and proposals.
  • Technical Skills: Utilize AMS360, Microsoft Office Suite, COI generator, and other Alera HCL Tools to perform daily tasks and responsibilities.
  • Ad Hoc Tasks: Manage ad hoc tasks related to account maintenance, as required.
Requirements
  • Education: High School diploma or equivalent education.
  • Skills: Strong organization and written/verbal communication skills, ability to obtain a P&C license within 90 days of hire, and strong interpersonal skills.
  • Experience: Minimum 3 years of work experience in customer service and 0-2 years of relevant insurance experience.
  • Technical Skills: Excellent data entry skills combined with strong proficiency in MS Office software and efficient execution of administrative tasks.
  • Preferred Qualifications: Experience with AMS360 is a plus.
What We Offer
  • Competitive Compensation: Competitive base salary with growth potential.
  • Benefits: Generous paid time off (PTO), 401K match, medical, dental, vision, and disability insurance.
  • Professional Development: Career growth, training, and development opportunities.
  • Wellness Programs: Access to wellness programs and resources.
  • Insurance License Support: Support and continuing education (CE) support for obtaining and maintaining insurance licenses.


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