Insurance Account Coordinator

4 weeks ago


Oklahoma City, Oklahoma, United States Alliant Insurance Services Full time
Job Summary

We are seeking a highly skilled Insurance Account Coordinator to join our team at Alliant Insurance Services. As an Insurance Account Coordinator, you will play a critical role in supporting our Account Executives in the day-to-day servicing of Energy & Marine related Insurance accounts.

Key Responsibilities
* Assist in the compilation of renewal requests to clients and complete marketing submissions as directed by the Account Executive.
* Generate insurance proposals, summaries of insurance, and policy schedules as needed.
* Manage the renewal of non-oil and gas lines of coverage, crime bonds, and miscellaneous coverages that do not renew with the majority of the account.
* Discuss and resolve coverage issues for clients under the direction of the Account Executive.
* Review quotes for accuracy, request, review, and process binders.
* Review carrier invoices for accuracy and process any requests for financing.
* Request, calculate, and process Well Reports.
* Set up master certificates of insurance within Epic.
* Process and provide premium allocations.
* Review and resolve any Accounts Receivables issues on a weekly basis with input from the Account Executive and/or Producer.
* Work with clients and carriers on processing final audits.
* Oversee and delegate work to the Assistant Account Manager and Account Representatives.
* Collection of fees, reconciliation, and resolution of any outstanding balances within 90 days of invoicing date.
* Comply with agency management system data standards and data integrity (enter and maintain complete and accurate information).

Requirements
* Bachelor's degree or equivalent combination of education and experience.
* Six (6) or more years related work experience.
* Valid Texas insurance license.
* Must continue to meet Continuing Education requirements for license renewal.
* Experience with oil and gas insurance a plus.

What We Offer
We are proud to provide comprehensive, high-quality employee programs to meet employees' needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer.

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