Insurance Account Onboarding Specialist

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

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