Account Coordinator – Employee Benefits
| Company | HUB |
|---|---|
| Location | Chicago, IL, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Entry Level/New Grad |
Requirements
- Bachelor’s degree highly preferred
- Experience working with computers in Windows environment
- Strong MS Office skills, e.g. MS Word and MS Excel
- Good written and oral communication skills
- Above average mathematical skills
- Life, Accident and Health Insurance License preferred
Responsibilities
- Respond promptly and professionally to the service needs of our insureds.
- Provide clerical and technical support to Producers to benefit clients and to reach agency’s strategic business goals.
- Assist producer in adding coverages to existing accounts.
- Produce quote requests, spreadsheets and other related items while verifying their accuracy.
- Maintain controls on renewals to ensure timely preparation and processing.
- Prepare summaries of insurance and proposals as needed for account review.
- Remarket renewals, contact clients, create renewal proposals and handle other renewal activities in coordination with the producer.
- Refers current and prospective clients to other departments for solicitation of those lines of business.
- Adhere to all Agency systems, procedures and state regulations.
- Communicate effectively orally and in writing.
- Broad knowledge of insurance products and usages and ability to work independently.
- Ability to utilize computer programs and understand functionality.
- Oversee functions performed by Assistant CSSs.
- Maintain required client filing.
Preferred Qualifications
- Life, Accident and Health Insurance License preferred