Account Coordinator

$50,000 - $65,000/Yr

UNAVAILABLE - San Jose, CA

posted about 2 months ago

Full-time - Entry Level
Hybrid - San Jose, CA

About the position

The position involves providing administrative services to a Property & Casualty book of business while supporting various roles including Account Executives and Risk Management Analysts. It is a hybrid role based in San Jose, CA, within an insurance brokerage that specializes in consulting services for hospitals, public entities, and school districts in California.

Responsibilities

  • Process certificates of insurance.
  • Provide Auto ID cards.
  • Produce endorsements.
  • Manage renewal questionnaires.
  • Collect client payroll and employee data.
  • Facilitate stand-alone policy renewals.
  • Issue and manage coverage invoices.
  • Maintain program database and provide customer support for online resource center and Learning Management Systems (Salesforce, P&C Bridge, KSS/KSC/KSP).
  • Create and print PowerPoint presentations, spreadsheets, documents, etc.
  • Prepare annual program summary materials.
  • Attend client meetings, as assigned.
  • Maintain client relations.
  • Coordinate JPA meeting process (preparation and distribution of agendas and minutes).
  • Verify JPA meeting quorums.
  • Maintain JPA calendar, policies, contracts and websites if applicable.
  • Prepare, distribute and maintain JPA documents.
  • Form 700 and Secretary of State filings.
  • Coordinate virtual meetings, conference and travel arrangements, client dinners and/or meetings.
  • Process expense reports for the department.
  • Provide Receptionist coverage (as assigned depending upon branch office).
  • Enter Face Calls into Salesforce.
  • Other duties as assigned.

Requirements

  • Minimum of two (2) years administrative experience.
  • Active Property & Casualty License preferred (if not licensed must secure within one (1) year from date of hire).
  • Excellent written and verbal communication skills.
  • Must be organized and detail oriented.
  • Proficient in Microsoft Outlook, Excel, PowerPoint and Word.
  • Adept at accessing business data from the Internet when required.

Benefits

  • Competitive base salary.
  • Generous 30+ Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days.
  • Health benefit options including 5 affordable medical plan options, company paid HSA contribution, 2 dental plan options, and 2 vision plan options.
  • Company match 401(k) plan - 50% up to 6%!
  • Discounts at over 11,000 gyms and fitness centers.
  • 24/7 access to licensed therapists for mental health support.
  • Pet benefits & discounts.
  • Access to Employee-led Resource Groups (ERGs).
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