Account Coordinator, Property and Casualty

Accretive; San Jose (CA); Hybrid; USD 50,000 - 65,000; Full time

Job summary

A leading insurance brokerage in San Jose seeks an administrative professional to support their Property & Casualty book of business. The role involves client service responsibilities, JPA administration, and general administrative support. The ideal candidate will have strong communication skills, organizational abilities, and proficiency in Microsoft Office and Salesforce. This hybrid position offers a competitive salary and comprehensive benefits.

Benefits

30+ Days Paid Time Off

Health benefit options

401(k) company match

Fitness wellness support

Mental health support

Pet benefits & discounts

Qualifications

• Minimum of two years administrative experience.
• Active Property & Casualty License preferred.
• Excellent written and verbal communication skills.

Responsibilities

• Process certificates of insurance and manage renewal questionnaires.
• Coordinate JPA meeting process and maintain JPA documents.
• Provide administrative support and manage client relations.

Skills

Communication

Organization

Detail Oriented

Education

Property & Casualty License

Tools

Microsoft Outlook

Microsoft Excel

Microsoft PowerPoint

Microsoft Word

Salesforce

Job description

Overview

Provide client administrative services to assigned Property & Casualty book of business as well support to Account Executive, Team Leader/Senior Account Manager, Account Manager and Risk Management Analyst.

This is a hybrid position based out of our San Jose, CA office.

Keenan, an Accretive company, is an insurance brokerage and consulting firm meeting the insurance needs of hospitals, public entities and California school districts. Keenan specializes in providing consulting services in the areas of: employee benefits, workers' compensation, loss control, financial, and property & liability.

What You'll Do

P&C Client Service Responsibilities:

• Process certificates of insurance.
• Provide Auto ID cards.
• Produce Endorsements.
• Manage renewal questionnaires.
• Collect client payroll and employee data.
• Facilitate stand-alone policy renewals.
• Issue and manage coverage invoices.
• Maintain program database and provide customer support for online resource center and Learning Management Systems (Salesforce, P&C Bridge, KSS/KSC/KSP).
• Create and print Power Point presentations, spreadsheets, documents, etc.
• Prepare annual program summary materials.
• Attend client meetings, as assigned.
• Maintain client relations.

JPA Administration Responsibilities:

• Coordinate JPA meeting process (preparation and distribution of agendas and minutes.
• Verify JPA meeting quorums.
• Maintain JPA calendar, policies, contracts and websites if applicable.
• Prepare, distribute and maintain JPA documents.
• Form 700 and Secretary of State Filings.

Administrative Support:

• Coordinate virtual meetings, conference and travel arrangements, client dinners and/or meetings.
• Process expense reports for the department.
• Provide Receptionist coverage (as assigned depending upon branch office).
• Enter Face Calls into SalesForce.
• Other duties as assigned.

What You'll Need

• Minimum of two (2) years administrative experience.
• Active Property & Casualty License preferred (if not licensed must secure within one (1) year from date of hire).
• Excellent written and verbal communication skills.
• Must be organized and detail oriented.
• Proficient in Microsoft Outlook, Excel, PowerPoint and Word. Adept at accessing business data from the Internet when required.

What's in it For You?

To help you make the best decision for your personal growth, it’s important to us to share a glimpse of what we offer our top asset, our people:

• Competitive base salary.
• Generous 30+ Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days.
• Health benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options.
• Company match 401(k) plan – 50% up to 6%!
• Support of your fitness wellness goals! We offer up to 75% off at over 11,000 gyms and fitness centers.
• Opportunity to prioritize your mental health with 24/7 access to licensed therapists.
• Pet benefits & discounts.
• Access to our Employee-led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout our company.

Compensation:

The target salary range for this position is $50,000.00 - $65,000.00 (US Dollar) annually. The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant’s geographic location. Hybrid work environment flexibility.

Grow, with us

Accretiveis a collection of elite specialty and wholesale agencies supported by experienced industry leaders. Our expertise is broad, and our innovative culture runs deep. We value relationships above all else and consistently deliver best in class customized solutions and service you can trust.

Accretiveis passionate about fueling our clients’ innovation and growth. That makes us the perfect place for creative, dynamic people who want to grow their career while helping businesses, families and people thrive.We are proud to be one of the largest brokers in the country,but we’re even prouder of the honest, caring relationships that our employees build with our clients every day.

Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us. Accretive is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. Accretive is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger!