What are the responsibilities and job description for the Commercial Insurance Account Administrator - Hybrid position at The Jonus Group?
Job Description
Commercial Insurance Account Administrator - Hybrid
Position Summary
The primary responsibility of this role is to provide essential support to brokers, client executives, senior account managers, and account managers in relation to insurance placement activities. These may include property/casualty, professional liability, and management liability coverages. Additionally, the role will involve handling assigned accounts and processing daily certificates.
Key Responsibilities
Provide administrative support to brokers, client executives, senior account managers, and account managers in meeting the insurance needs of clients, including:
Job Requirements
While insurance experience is not required, 2-4 years of commercial insurance experience is preferred. A college degree is a plus, but not necessary. A P&C license in your home state is encouraged.
Commercial Insurance Account Administrator - Hybrid
Position Summary
The primary responsibility of this role is to provide essential support to brokers, client executives, senior account managers, and account managers in relation to insurance placement activities. These may include property/casualty, professional liability, and management liability coverages. Additionally, the role will involve handling assigned accounts and processing daily certificates.
Key Responsibilities
Provide administrative support to brokers, client executives, senior account managers, and account managers in meeting the insurance needs of clients, including:
- Maintain client files in Applied EPIC
- Assist in the policy renewal process, including:
- Create and maintain exposure workbooks or renewal questionnaires.
- Pre-fill additional applications and submission materials as needed.
- Order loss runs, experience modification worksheets, MVRs, and organize them as necessary.
- Prepare premium finance quotations and agreements.
- Prepare invoices and binders.
- Enter all data into EPIC according to procedures, ensuring updated client files.
- Collaborate with Modmaster to organize experience modification worksheets during renewal.
- Support policy reviews against expiring policy terms, insurer quotes, and A&G standards.
- Prepare renewal certificates of insurance, including endorsement rollovers for the new policy term.
- Assist in claim reporting and insurer audits as needed.
- Process endorsement requests, including coordination with insurers, invoicing, and sending to clients.
- Follow up on outstanding client payments.
- Handle daily certificate processing for designated accounts.
Job Requirements
While insurance experience is not required, 2-4 years of commercial insurance experience is preferred. A college degree is a plus, but not necessary. A P&C license in your home state is encouraged.
- Strong communication skills, both written and verbal, to interact effectively with underwriters, team members, and clients.
- Technologically proficient, including the use of Microsoft Office Suite and the ability to learn new systems such as the EPIC agency management software.
- Ability to foster positive relationships with staff, clients, and vendors, and work collaboratively in a team setting.
- Client-focused and highly motivated in a fast-paced environment.
