Description

The Account Administrator assists Account Service Team in servicing assigned commercial lines accounts. This position requires a detail-oriented and organized individual. The Account Administrator provides excellent customer service and builds professional relationships with customer contacts and provides clerical and administrative support to the Commercial Lines team as needed. The Account Administrator must perform to the ethical standards required by the Colorado Department of Insurance and Moody Insurance Agency, Inc. Hybrid work may be available once the employee is trained and the manager approves such arrangement. 

This is not a fully-remote role.

Job Functions:

• Following is a brief outline of essential tasks for the Account Administrator position, but other responsibilities and duties may be assigned:
• Provide excellent internal and external customer service, responding as quickly and courteously as possible.
• Effectively and efficiently process endorsement requests for drivers, automobiles or equipment changes as directed by Account Team.
• Verify endorsements received from the insurance carrier match what was requested when adding/deleting a driver, automobile, or equipment.
• Email or mail the endorsements received to the client when adding/deleting a driver, automobile, or equipment.
• Bill premiums and commissions in an accurate and timely manner, in accordance with department policy.
• Issue Auto ID cards as requested. At renewal, process the bulk Auto ID cards and mail or email to the client.
• Manage assigned tasks daily. Each day’s tasks should be completed by the end of the workday.
• Demonstrate proficiency with insurance company websites; able to quickly obtain loss runs from various insurance carrier’s websites as requested by the Account Specialist / Account Manager and the Account Executive.
• Pull MVR’s (driving record, if required) and Experience Mod Worksheet from carrier websites, where applicable.
• Assemble proposals (cover/coils) for customer meetings per procedure.
• Policies must be delivered to client within 5 business days from task received as approved by Account Manager/Account Executive.
• Audits must be processed and delivered to the client within 3 business days from receipt.
• Provide back-up assistance to other Account Service Teams.
• Working to obtain your Colorado Property and Casualty License
• Must pass Total CSR program within 4 months of passing Property and Casualty Licensing test.
• Must complete Continuing Education classes as required to maintain Property and Casualty License or as requested by management, including working toward obtaining insurance industry designations, such as CISR and AINS.
• Cover Front Desk as needed or as back up for Receptionist’s breaks, lunches, and days off. Answer phones promptly and courteously, greet and assist visitors to the office, forward emails and faxes to the appropriate employee, and monitor deliveries.
• Other duties as assigned

Requirements

Minimum Qualifications and Requirements: 

• Able to read and write in English
• High School diploma or equivalent
• Must possess proficient computer skills including working knowledge of Microsoft Office products, especially Word and Excel. Previous experience with AMS 360, Worksmart, or similar agency management software desired, but not required.
• Excellent written and verbal communication skills
• Strong customer service and team skills; must interact effectively with clients, co-workers and management
• Strong attention to detail and solid organizational skills
• Solid prioritization skills, sense of urgency, and ability to work efficiently under time constraints
• Ability to analyze and solve problems

Disclaimer:

The information provided above is intended as general overview of the nature of the work, requirements, and necessary qualifications associated with this position. This job description is not intended to be an exhaustive list of all duties, responsibilities or qualifications associated with the job.

Moody Insurance Agency provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.