Account Coordinator Insurance

Mylo LLC; Kansas City (MO); On-site; USD 40,000 - 70,000; Full time

Job summary

An established industry player is seeking a detail-oriented Account Administrator to support their Commercial Insurance Department. This role involves updating applications, managing client requests, and ensuring accurate documentation throughout the pre-renewal process. The ideal candidate will possess a Bachelor's degree in Business or Finance, along with strong organizational and communication skills. Join a collaborative team where your contributions will directly impact client satisfaction and operational efficiency. If you thrive in a fast-paced environment and have a passion for the insurance industry, this opportunity is perfect for you!

Qualifications

• Bachelor's degree in Business or Finance or equivalent experience required.
• Strong attention to detail and organizational skills are essential.

Responsibilities

• Update applications and renewal information as needed.
• Process and issue binders and invoices for clients.
• Provide support for new and renewal business processes.

Skills

Mathematical Accuracy

Organizational Skills

Time Management

Verbal Communication

Written Communication

Interpersonal Skills

Attention to Detail

Education

Bachelor's Degree in Business

Bachelor's Degree in Finance

Equivalent Work Experience

Tools

MS Word

MS Excel

PowerPoint

Applied Management System

Job description

A Mylo Account Administrator will provide technical and clerical support to the Commercial Insurance Department. They will be responsible for the pre-renewal process, updating applications and special projects as needed.

Job Responsibilities:

• Update applications and renewal information as needed to reflect changes during the year.
• Coordinate loss information proactively as needed and upon requests.
• Process and issue binders and invoices.
• Manage Certificates and Auto ID cards and function for appropriate issuance.
• Complete initial policy reviews.
• Set up policy files, client specific files, client manuals and update insurance summaries.
• Provide support for new and renewal business processes as requested by clients and unit Associates.
• Execute all changes requested on the policy, monitor for receipt of company endorsements and process.
• Responsible for completing instructions or executing complex or unusual certificate requests.
• Use all necessary Client Management System functions and verify data is accurate.
• File correspondence and other documents.
• Handle direct client requests for services.
• Manage account services or resources as needed for account services support.
• Be able to read client’s business contracts for rudimentary insurance requirements.

Requirements:

• Bachelor’s degree in Business, Finance or related field; or equivalent education and/or work experience.
• General understanding of commercial property and casualty coverage preferred.
• Corporate or agency experience in commercial insurance services desired.
• High aptitude for accuracy in mathematical calculations.
• Organizational and time management skills to prioritize workload and meet deadlines required.
• Above average verbal, written and interpersonal skills required.
• Strong attention to detail required.
• General understanding of Applied Management System or Comparable Agency Management System.
• Proficiency in MS Word and Excel required; PowerPoint desired.