Sr. Account Administrator

Moreton & Company; Meridian (ID); Hybrid; USD 36,000 - 48,000; Full time

Job summary

Moreton & Company in Boise/Meridian, ID seeks an Account Administrator to support commercial property & casualty insurance workflows, process documents, and coordinate with underwriters and clients.

You should be detail-oriented, a quick learner of agency systems, and capable of delivering exceptional service. A high school diploma and 1+ year experience are expected; a P&C license is preferred.

Qualifications

• High school diploma required.
• Good written and oral communication.
• Must be a self-starter.
• Exceptional customer service with clients and co-workers.
• Able to quickly learn company systems and other technology.
• Detail oriented and understands timelines.
• Team player.
• 1+ years’ experience as an Account Administrator.
• Must understand company systems and demonstrate knowledge to trainer.
• Able to explain basic coverages on a schedule of insurance.
• Property/Casualty license.

Responsibilities

• Prepares, checks, and processes insurance documents including invoices, applications, endorsements, binders, certificates, cancellations, and renewal summaries.
• Process Surplus Lines invoices and filings.
• Check policies for accuracy of coverage, limits, and forms.
• File correspondence in ImageRight Document System.
• Maintain account files per procedures.
• Develop relationships with underwriters and insureds.
• Receive and process change requests from insureds and underwriters.
• Market and manage straightforward accounts.
• Perform other duties as assigned.

Skills

Communication skills

Self-starter

Customer service

Detail oriented

Team player

MS Office

Education

High school diploma

Property/Casualty license

Tools

ImageRight

Agency management system

Job description

Job DetailsJob Location: Boise Office - Meridian, ID 83642 SUMMARY

To assist in servicing of commercial property & casualty insurance and to provide technical support in accordance with the objectives and procedures outlined by the organization through the Quality Control Coordinator Team.

ESSENTIAL FUNCTIONS & RESPONSIBILITIES

• Prepares, checks, and processes various insurance documents including invoices, applications, endorsements, binders, evidence of insurance, certificates, cancellations, schedule of insurance and renewal summaries along with general correspondence at the direction of the team members.
• Process Surplus Lines invoices and filings
• Checks policies alongside final proposal and agency management system to determine accuracy of coverage, limits, and forms.
• Electronically files correspondence and other documents in ImageRight Document System.
• Maintain account files in accordance with established procedures.
• Performs in a manner that will prevent errors and omissions.
• Develop relationships with underwriters and insureds aside from coverage questions.
• Receive and process change requests directly from the insured.
• Process change requests in system and request changes from the underwriter
• Market and manage straightforward accounts.
• Perform other duties as assigned.

QUALIFICATIONS

• A high school diploma
• Good written and oral communication skills
• Must be a self-starter
• Exceptional customer service with clients and co-workers
• Able to quickly learn company systems and other technology
• Must be detail oriented and understand timelines
• Must be able to be resourceful and think critically
• Able to be a team player
• Intermediate level of Microsoft Word, Excel, and PowerPoint
• Must be interested in building a career in insurance
• 1+ years’ experience as a Account Administrator
• Have a solid understanding of company systems and demonstrate your knowledge to trainer
• Be able to explain basic coverages identified on a schedule of insurance
• Property/ Casualty license

Physical Demands:

The employee is occasionally required to stand, walk, and stoop. The employee must regularly lift and/ or move up to 10 pounds. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.