What are the responsibilities and job description for the Account Coordinator position at Moreton & Company?
Description
SUMMARY
Work directly with the Account Manager and Producer to provide assistance with employee benefit client renewals, market bid requests, Excel spreadsheets, commission letters, BOR/BAA requests, request and compile schedule A’s for 5500 filing, document scanning and filing, agency management system updates, and contract coordination.
Essential Functions & Responsibilites
QUALIFICATIONS
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.
SUMMARY
Work directly with the Account Manager and Producer to provide assistance with employee benefit client renewals, market bid requests, Excel spreadsheets, commission letters, BOR/BAA requests, request and compile schedule A’s for 5500 filing, document scanning and filing, agency management system updates, and contract coordination.
Essential Functions & Responsibilites
- Assist the Account Manager in the marketing and processing of new and renewal accounts obtained by the Sales Executive or by expansion of existing accounts
- Assist the Account Manager in preparing all market bids to the carriers and assist in the preparation of spreadsheets once received
- Assist the Account Manager in analyze market proposals received from the carrier(s) to determine benefits, premium rates and competitiveness.
- Assist the Account Manager in creating, modify, finalize, and maintain client carrier spreadsheets in accordance with internal processes at renewal and throughout the policy period
- Maintain professional standards in conduct with carries, clients, and other Moreton employees
- Develop and maintain excellent working relationships with carriers, clients, and fellow co-workers
- Consistently develop a working knowledge of the Benefit Department job functions and all other aspects of the department
- Ability and knowledge to provide back-up and perform the specific duties of an Account Manager, in addition to other job functions within the Department, when required
- Pursue a program for personal and professional development which includes CEBS or AHIP Designations
- Other duties as assigned
QUALIFICATIONS
- Must currently hold appropriate state Life and Health Producer license; or must obtain within three months from date of hire and maintain license by meeting the continuing education requirements
- Remain informed of new, updated industry information as well as new product information from the carriers
- Task oriented, excellent organizational skills, ability to prioritize workload, strong attention to detail
- Excellent time management skills
- Excellent problem solving and negotiating skills
- High level of computer literacy including a working knowledge of Windows and Office 365
- Advanced Excel skills: spreadsheets, formulas, graphs, charts, pivot tables, and knowledge of macros preferred
- Intermediate skill level in Word, Excel and Power Point
- Excellent communication skills (written and verbal)
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.
