Programs Associate – Account Coordinator

Jobtailor; Phoenix (AZ); On-site; USD 38,000 - 48,000; Full time

Job summary

Jobtailor is seeking an organized insurance administrative specialist in Phoenix, AZ to issue certificates of insurance, manage policy documents, and maintain confidential client data. The role involves processing changes, endorsements, and invoices, while coordinating with AEs and carriers to ensure accurate records.

Ideal candidates will have a high school diploma, strong MS Office skills, exceptional telephone etiquette, and a professional office environment background.

Qualifications

• High school diploma or equivalent.
• Proficient with MS Office Suite.
• Exceptional telephone demeanor.
• Ability to maintain a high level of confidentiality.
• Professional office environment experience (Preferred)

Responsibilities

• Issue certificates of insurance and evidences of property insurance.
• Issue ID cards.
• Order loss runs and experience mods from current carriers.
• Order MVRs when required for wholesalers.
• Process change requests, endorsements, and invoice agency bill items.
• Process policies, complete checklists, and communicate discrepancies with the AE.
• Process audits and invoice agency bill items.
• Report claims as needed.
• Pull and attach online documents.
• Maintain and update spreadsheets.

Skills

MS Office Suite Proficiency

Telephone communication

Confidentiality Maintenance

Education

High School Diploma or equivalent

Tools

MS Office Suite

Spreadsheets

Job description

• Issue certificates of insurance and evidences of property insurance.
• Issue ID cards.
• Order loss runs and experience mods from current carriers.
• Order MVRs when required for wholesalers.
• Process change requests, endorsements, and invoice agency bill items.
• Process policies, complete checklists, and communicate discrepancies with the Account Executive (AE).
• Process audits and invoice agency bill items.
• Report claims as needed.
• Pull and attach online documents.
• Maintain and update spreadsheets.

Requirements

• High school diploma or equivalent
• Proficient with MS Office Suite
• Exceptional telephone demeanor
• Ability to maintain a high level of confidentiality
• Professional office environment experience (Preferred)

Core Competencies

Demonstrates proficiency in processing insurance documents, maintaining confidentiality, and effectively communicating with stakeholders. Skilled in managing administrative tasks within a professional office environment.

Highest-signal resume keywords

• Certificate Issuance
• Policy Processing
• MS Office Suite Proficiency
• Confidentiality Maintenance
• Telephone Communication

ATS Optimization Keywords

Hard Skills

• Certificate Of Insurance Issuance
• Policy Processing
• Change Request Processing
• Invoice Processing
• Claims Reporting

Soft Skills

• Exceptional Telephone Demeanor
• Attention To Detail

Certifications & Qualifications

• High School Diploma Or Equivalent

Industry Keywords

• Insurance
• Professional Office Environment

Tools & Technologies

• MS Office Suite
• Spreadsheets