Insurance Partnership Administrative Assistant

Position Responsibilities:

• Provide preferred provider a master list of upcoming renewals a minimum of 90 days prior to expiration.
• Provide relevant information obtained from AAM staff including but not limited to insurance loss runs, community governing documents, updated budgets, balance sheets, lot counts, new amenities added, and other requested information.
• Provide AAM Community Managers with renewal proposals provided by the preferred providers.
• Adhere to a consistent, branded presentation format for insurance renewals.
• Track release of proposals to Community Managers and adhere to a consistent procedure for follow-up until the policy is renewed.
• Adhere to a consistent policy for escalation once a proposal has been issued and is lacking timely response.
• Receive and coordinate the distribution of renewal certificates once a policy is bound. Adhere to established policies regarding document storage of certificates.
• Track and enter relevant insurance information as outlined by established company policy.
• Email monthly upcoming insurance expiration listing to Community Management Teams for community policies expiring in 30/60/90 days.
• Coordinate with preferred provider related to items including but not limited to, information relevant to ongoing claims, policy questions, board meetings, and training requests with AAM staff.

Knowledge, Skills and Abilities:

• Excellent interpersonal skills: Outgoing and communicative, socially oriented, poised, effective in groups, articulate.
• Self-direction. Independently set work related priorities, including follow-up and reporting as required.
• Ability to organize and manage multiple priorities.
• Strong attention to detail.
• Experience working with Insurance Providers or other entities that involve knowledge of the responsibilities of the Client.
• Ability to sort through feedback and determine what priorities should be addressed.

Minimum Qualifications:

• Proven client service experience:  A strong emphasis on problem-solving, seeking harmony and defusing conflict.
• Strong computer software and internet proficiency.
• General accounting and financial experience. 
• Valid driver’s license.

Physical Demands & Work Environment:

• Utilizing a computer in an office setting.