Sr. Account Administrator

Moreton & Company; Meridian (ID); On-site; USD 42,000 - 60,000; Full time

Job summary

Moreton & Company in Meridian, Idaho, seeks an Account Administrator to support commercial property & casualty insurance workflows. You will prepare and process invoices, applications, endorsements, binders, and certificates, ensuring accuracy and timely delivery.

You will develop relationships with underwriters and clients, handle change requests, and maintain files in ImageRight. Strong communication, detail orientation, and ability to learn company systems are essential.

Qualifications

• A high school diploma required with strong written and oral communication skills.
• Must be a self-starter and able to quickly learn company systems and technology.
• Detail oriented with timely, accurate processing and strong client service.
• Able to work collaboratively as part of a team and think critically.

Responsibilities

• Prepares, checks, and processes invoices, applications, endorsements, binders, certificates, and renewals.
• Process Surplus Lines invoices and filings and verify coverage accuracy.
• Maintain account files and file correspondence in ImageRight Document System.
• Develop relationships with underwriters and insureds; respond to coverage questions.
• Receive and process change requests; update system and coordinate with underwriters.

Skills

Communication

Self-starter

Customer Service

Attention to detail

Team player

Resourceful

Critical thinking

Learning new technology

Education

High school diploma

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Job description

SUMMARYTo 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 & RESPONSIBILITESPrepares, 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 filingsChecks 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 underwriterMarket and manage straightforward accounts.Perform other duties as assigned.QUALIFICATIONSA high school diplomaGood written and oral communication skillsMust be a self-starterExceptional customer service with clients and co-workersAble to quickly learn company systems and other technologyMust be detail oriented and understand timelinesMust be able to be resourceful and think criticallyAble to be a team playerIntermediate level of Microsoft Word, Excel, and PowerPointMust be interested in building a career in insurance1+ years’ experience as a Account AdministratorHave a solid understanding of company systems and demonstrate your knowledge to trainerBe able to explain basic coverages identified on a schedule of insuranceProperty/ Casualty licensePhysical 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.