What are the responsibilities and job description for the Account Administrator position at Haas & Wilkerson Insurance?
Why Choose Haas & Wilkerson?
Being family owned, we understand what's most important: family. Supporting our team members and their families is at the forefront of our culture. We know the importance of great pay and benefits, but we also recognize the power in having a dynamic and diverse culture – and cultivating an environment that is encouraging, fun, and empowering. Our team members enjoy:
- Affordable health insurance with your choice of 3 plans.
- Generous 401(k) Agency match of 6% of your compensation.
- Hybrid work program.
- Casual dress attire everyday.
- Paid maternity/paternity leave.
- Excellent PTO program that rewards your years of service, with up to 5 weeks off per year.
- Flexible schedules to help support your family.
- Competitive pay with annual salary increases.
- Ten paid holidays a year, including your birthday.
- Special bonuses for milestone anniversaries, holidays, and referrals.
- Opportunities to give back to the community through various giving and volunteer campaigns.
- Financial support for professional designations, certifications and other continuing education programs.
- Engaged and experienced leadership team who is invested in you as an insurance professional and individual.
Position Summary
Our Specialty Programs division is currently seeking an Account Administrator to join our Recreation unit. This role is an excellent entry-level opportunity for an administrative professional who wants to learn more about the insurance industry. The Account Administrator supports effective client relationships by providing exceptional assistance to our internal service teams with a focus on client experience.
Our Specialty Programs division is currently seeking an Account Administrator to join our Recreation unit. This role is an excellent entry-level opportunity for an administrative professional who wants to learn more about the insurance industry. The Account Administrator supports effective client relationships by providing exceptional assistance to our internal service teams with a focus on client experience.
This role primarily supports our clients in the Fair, Festival and Rodeo industry. This position performs several administrative functions that assist with the implementation, service and retention of insurance products for an assigned group of clients. This position is a vital part of the team and assists in all aspects of the day-to-day servicing of clients.
Primary Responsibilities:
Primary Responsibilities:
- Execute client servicing tasks related to general account processing, which includes preparation of insurance certificates and evidences of insurance, ordering loss runs and preparing pre-renewal summaries.
- Prepare binders, ID cards, and issue requests to order insurance coverage.
- Review and process insurance policies and endorsements; print policies for our MGA division.
- Complete database tasks related to new client set up and applications, the account renewal process, and policy maintenance.
- Ensure high quality work is produced with a dedication to accuracy, attention to detail, and data integrity.
- Access electronic information on insurance carrier websites.
- Create and invoice monthly endorsements for the Program User/Vendor policies.
- Send User Packets and follow-up emails for Vendor lists.
- Mail Safety Bulletins and monthly statements.
- Digitally maintain documentation of all activities utilizing the agency management system according to agency policy and procedure.
- Maintain current and accurate client databases and electronic files.
- Coordinate administrative responsibilities of the business unit, such as handling mail, client correspondence, and following up on and/or keeping activities current.
Requirements
A High School diploma or GED is required, some college coursework is desirable. Candidates must have at least two (2) years of experience working in an administrative or customer service role within a professional office environment. Previous experience working for an insurance agency or carrier is valued.
Candidates are required to have excellent customer service skills with ability to meet time-sensitive deadlines. This position requires a high degree of accuracy and attention to detail as well as excellent verbal, written and interpersonal communication skills. Proficiency with Microsoft Office programs and strong computer literacy for email, data entry and internet navigation is required. Experience using an agency management system is valued.
About Us
Haas & Wilkerson Insurance is a family-owned, independent insurance brokerage based in Kansas City. We provide insurance solutions to organizations throughout North America and have been doing business locally and nationally since 1939. Many know us for our specialty and niche insurance products, such as insurance for amusements, fairs, festivals, rodeos, waterparks and indoor trampoline parks. We also offer expertise in standard commercial insurance and personal insurance. Haas & Wilkerson Insurance support services include risk management, third-party administration, claims and loss control services.
Our consultative approach allows us to be a trusted advisor and to tailor insurance solutions that are appropriate and cost-effective. We seek growth in every aspect of our business. This means growing an energizing, winning culture. We start with finding and retaining the right people – the people that share our values and aspirations. We are passionate about our clients, our community and our team. Are you looking for a new opportunity? Apply today and join our team!
Haas & Wilkerson Insurance is proud to be an equal opportunity employer that values the impact of diversity upon its clients, services and workplace. Our selection process is designed to provide an equal employment opportunity for all without regard to race, color, sex, religion, national origin, disability, veteran status, age, sexual orientation, marital status or status in any other protected group, and to identify the candidate who we conclude best fits our needs.
A High School diploma or GED is required, some college coursework is desirable. Candidates must have at least two (2) years of experience working in an administrative or customer service role within a professional office environment. Previous experience working for an insurance agency or carrier is valued.
Candidates are required to have excellent customer service skills with ability to meet time-sensitive deadlines. This position requires a high degree of accuracy and attention to detail as well as excellent verbal, written and interpersonal communication skills. Proficiency with Microsoft Office programs and strong computer literacy for email, data entry and internet navigation is required. Experience using an agency management system is valued.
About Us
Haas & Wilkerson Insurance is a family-owned, independent insurance brokerage based in Kansas City. We provide insurance solutions to organizations throughout North America and have been doing business locally and nationally since 1939. Many know us for our specialty and niche insurance products, such as insurance for amusements, fairs, festivals, rodeos, waterparks and indoor trampoline parks. We also offer expertise in standard commercial insurance and personal insurance. Haas & Wilkerson Insurance support services include risk management, third-party administration, claims and loss control services.
Our consultative approach allows us to be a trusted advisor and to tailor insurance solutions that are appropriate and cost-effective. We seek growth in every aspect of our business. This means growing an energizing, winning culture. We start with finding and retaining the right people – the people that share our values and aspirations. We are passionate about our clients, our community and our team. Are you looking for a new opportunity? Apply today and join our team!
Haas & Wilkerson Insurance is proud to be an equal opportunity employer that values the impact of diversity upon its clients, services and workplace. Our selection process is designed to provide an equal employment opportunity for all without regard to race, color, sex, religion, national origin, disability, veteran status, age, sexual orientation, marital status or status in any other protected group, and to identify the candidate who we conclude best fits our needs.