Account Associate

Paycom - ATS

Bowling Green (PA)

On-site

USD 55,000 - 75,000

Full time

7 days ago
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Job summary

Paycom - ATS is seeking an detail‑oriented professional to manage renewal processes for assigned clients in a high‑volume environment, ensuring ECBM standards are met. The role involves updating systems, preparing renewal documents, and coordinating with multiple departments to support client service and policy changes.

The ideal candidate will have strong communication skills, a college degree, and the ability to process a large number of transactions with accuracy.

Qualifications

  • Must have good communication skills, both verbal and written.
  • Attention to detail is required due to high volume transactions.
  • Property Casualty Agent’s License required within 12 months of starting position.

Responsibilities

  • Maintain assigned clients and promote loyalty to ECBM service standards.
  • Provide technical and processing support to clients and team members.
  • Prepare renewal surveys and renewal applications for management review.
  • Update systems with renewal information and prepare related documentation.
  • Assist with policy changes, policy delivery, and coordination with other departments.
  • Provide rating support to account managers for workers’ compensation and auto lines.
  • Review certificate lists and monitor renewals and filings as needed.

Skills

Communication skills
Attention to detail
High volume processing

Education

College degree

Job description

Primary FunctionAssist team members maintain assigned clients. Promote ongoing client loyalty through adherence to ECBM service standards. Provide technical and processing support to clients and team membersPrepare initial Renewal Survey for account management review as required for renewals.Update AMS and other agency systems with renewal information and prepare initial renewal applications for account management review.Prepare loss summaries for account management. Assist in ordering any missing loss runs.Perform system renewal needs within ECBM standards.Review certificate list with client renewal information and delete unnecessary or uncovered certificate holders.Provide binding documents, ID cards, filings, account income forms, and other required documentation.Provide surplus lines filing support.Assist with preparation of allocations, spreadsheets, dummy bills.Monitor Flood and Bond renewalsNotify other departments of client service needs or important policy conditions, including but not limited to accounting, claims, etc.Order and review policy changes on assigned clients.Participate in Reporter functions as designatedProcess and invoice auditsProvide back up to Quality Management Team for processing functions for assigned book of business. Adhere to ECBM quality and performance standards in a manner that promotes ongoing client satisfaction.Provide rating support to account managers including state fund or assigned risk programs in Workers’ Compensation and Automobile.Assist all clients, departments or associates when required to maintain firm’s relationships and good standing.Coordinate policy delivery (electronic and/or paper copies) to clientsSpecial Projects as assigned by Management.Qualifications:College degree, high school diploma or equivalency required.Must have good communication skills, both verbal and written.Attention to detail is required as well as ability to process high volume of transactions.Property Casualty Agent’s License required within 12 months of starting position.
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