Senior Account Coordinator - Real Estate

Overview

Insurance is a trillion dollar market that is fundamental to society, yet it has not modernized — until now.

We've reimagined the experience for clients, prospects, and employees, altering the way people create, understand, select, transact, and use insurance. We're changing the approach so that it starts and ends with the client, not the product, and empowering people for moments that matter.

Our unique approach recognizes both the vast potential of technology and the fundamental role of insurance experts. We're a technology-driven company with DE&I in our DNA and strong values; we believe people matter most.

Our mission is to define the future of the insurance industry, while instilling a high-performance culture in combination with living our Work, Love, Play ethos each day. We value balanced lives and are passionate about creating a culture of wellness that results in healthier, happier, and more productive employees, and more successful clients.

FROM THE TEAM: Join a well-rounded team of high-energy, customer-focused P&C professionals who work as one to support both our clients and each other. This is your opportunity to grow, expand your horizons, and elevate your career with us.

Location: Remote – This position is open to candidates residing anywhere within the United States.

Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

The Role

• Manage successful outsourcing of workflows including, but not limited to, certificates of insurance, evidence of insurance, auto identification cards, policy checking, claim management and MVRs.

• Perform database file management and input information accurately; manage and maintain documents in agency management system.

• Manage alerts from various carrier websites and other resources.

• Prepare and review client communications and deliverables. Assist in the preparation and distribution of client deliverables.

• Monitor and manage the process of client information, new business, renewals, endorsement, reinstatements and cancellations. 

• Prepare, monitor and resolve billing discrepancies and perform reconciliations.

• Execute consistent and accurate data, information entry and maintenance in various systems including AMS, SharePoint, etc.

• Execute consistent and accurate database and document management processes and workflows.

• Coordinate and own the renewal process workflow for successful, timely execution.

• Provide training to Account Assistants.

• Perform other duties and special projects as assigned.

• To perform this position successfully, an individual must be able to perform each essential duty satisfactorily.  Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.