Implementation Specialist - State National

Markel; Bedford (TX); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) with match

Employee Stock Purchase Plan

PTO

Holiday & floating holidays

Parental leave

Job summary

Markel Group is seeking an Implementation Coordinator in the US to oversee CPI account implementations across phases, lead kickoff calls, and ensure timely paperwork completion. You will set up tracking spreadsheets and coordinate weekly status meetings with Account Managers and Sales Reps.

You will liaise with internal and external stakeholders, perform data audits, and manage changes through the lifecycle, including Real Estate and Flood initiatives, while maintaining high service levels and

Qualifications

• Minimum of a college degree or three years work related experience, preferably in the insurance industry.
• Prior experience with New Account Implementation required
• Intermediate knowledge of Microsoft Office products or equivalent programs.
• Must have good communication and customer service skills, particularly by phone and written correspondence to deal with internal and external customers
• Must be organized and have strong attention for detail
• Ability to be flexible with hours and work overtime as necessary
• Mathematics, typing and 10-key skills

Responsibilities

• Coordinate the implementation of new and existing CPI accounts in various phases within specified timeframes through the following activities
• Plan and lead introductory phone calls to accounts after sale complete
• Coordinate completion of New Account Paperwork with Account Managers and Sales Reps prior to each Errors & Omissions date, ensuring company standards are met
• Complete Account Change Requests (ACRs) for program changes through the implementation time period
• Set up and maintain implementation spreadsheets for each new account
• Coordinate weekly implementation meetings to provide implementation team with account status and outstanding items
• Act as liaison between all involved parties throughout the entire implementation process by following through on all incoming and outgoing implementation items using oral and written communication with internal and external customers
• Complete an audit review (data analysis) for each new account and provide applicable reports and materials to Account Managers to review with account contacts
• Monitor notice and binder production until audit premium is collected
• Recommend program changes to implementation team if responses are not within guidelines
• Acquisitions/Mergers: Collect information, complete necessary paperwork and audit system for correct set up before drafting the release plan for acquired loans
• Develop proposal materials for Real Estate and Flood
• Initiate and process Real Estate and Flood claims through various carriers
• Will be required to provide information to managers, co-workers, and subordinates by telephone, in written form, e-mail, or in person
• Compile and publish Implementation statistical reports (Time to Implement, Quality of Service, etc.)
• Able to demonstrate a high level of service delivery, do what is necessary to ensure customer satisfaction, deal with service failures, and prioritize customer needs.

Skills

Customer service

Communication

Attention to detail

Time management

Flexibility

Education

College degree

Tools

Microsoft Office

Job description

What part will you play? If you’re looking for a place where you can make a meaningful difference, you’ve found it.

The work we do at Markel gives people the confidence to move forward and seize opportunities, and you’ll find your fit amongst our global community of optimists and problem-solvers. We’re always pushing each other to go further because we believe that when we realize our potential, we can help others reach theirs.Join us and play your part in something special!Coordinate implementation of new Auto/Real Estate/Flood accounts in various phases within specified timeframes through the following activities:

Essential Functions:

• Coordinate the implementation of new and existing CPI accounts in various phases within specified timeframes through the following activities:
• Plan and lead introductory phone calls to accounts after sale complete.
• Coordinate completion of New Account Paperwork with Account Managers and Sales Reps prior to each Errors & Omissions date, ensuring company standards are met.
• Complete Account Change Requests (ACRs) for program changes through the implementation time period.
• Set up and maintain implementation spreadsheets for each new account.
• Coordinate weekly implementation meetings to provide implementation team with account status and outstanding items.
• Act as liaison between all involved parties throughout the entire implementation process by following through on all incoming and outgoing implementation items using oral and written communication with internal and external customers.
• Complete an audit review (data analysis) for each new account and provide applicable reports and materials to Account Managers to review with account contacts.
• Monitor notice and binder production until audit premium is collected.
• Recommend program changes to implementation team if responses are not within guidelines.
• Acquisitions/Mergers: Collect information, complete necessary paperwork and audit system for correct set up before drafting the release plan for acquired loans.
• Develop proposal materials for Real Estate and Flood.
• Initiate and process Real Estate and Flood claims through various carriers.

Additional Responsibilities:

• Will be required to provide information to managers, co-workers, and subordinates by telephone, in written form, e-mail, or in person
• Compile and publish Implementation statistical reports (Time to Implement, Quality of Service, etc.)
• Able to demonstrate a high level of service delivery, do what is necessary to ensure customer satisfaction, deal with service failures, and prioritize customer needs.

Education and Qualifications:

• Minimum of a college degree or three years work related experience, preferably in the insurance industry.
• Prior experience with New Account Implementation required
• Intermediate knowledge of Microsoft Office products or equivalent programs.
• Must have good communication and customer service skills, particularly by phone and written correspondence to deal with internal and external customers
• Must be organized and have strong attention for detail
• Ability to be flexible with hours and work overtime as necessary
• Mathematics, typing and 10-key skills

US Work Authorization

US Work Authorization required. Markel does not provide visa sponsorship for this position, now or in the future.

Who we are:

Markel Group (NYSE – MKL) a fortune 500 company with over 60 offices in 20+ countries, is a holding company for insurance, reinsurance, specialist advisory and investment operations around the world.

We’re all about people | We win together | We strive for better

We enjoy the everyday | We think further

What’s in it for you:

In keeping with the values of the Markel Style, we strive to support our employees in living their lives to the fullest at home and at work.

• We offer competitive benefit programs that help meet our diverse and changing environment as well as support our employees’ needs at all stages of life.

• All full-time employees have the option to select from multiple health, dental and vision insurance plan options and optional life, disability, and AD&D insurance.

• We also offer a 401(k) with employer match contributions, an Employee Stock Purchase Plan, PTO, corporate holidays and floating holidays, parental leave.

Are you ready to play your part?

Markel is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of any protected characteristic. This includes race; color; sex; religion; creed; national origin or place of birth; ancestry; age; disability; affectional or sexual orientation; gender expression or identity; genetic information, sickle cell trait, or atypical hereditary cellular or blood trait; refusal to submit to genetic tests or make genetic test results available; medical condition; citizenship status; pregnancy, childbirth, or related medical conditions; marital status, civil union status, domestic partnership status, familial status, or family responsibilities; military or veteran status, including unfavorable discharge from military service; personal appearance, height, or weight; matriculation or political affiliation; expunged juvenile records; arrest and court records where prohibited by applicable law; status as a victim of domestic or sexual violence; public assistance status; order of protection status; status as a smoker or nonsmoker; membership or activity in local commissions; the use or nonuse of lawful products off employer premises during non-work hours; declining to attend meetings or participate in communications about religious or political matters; or any other classification protected by applicable law.

Should you require any accommodation through the application process, please send an e-mail to [e-mail].