Account Coordinator - Insurance Operations

Account Coordinator - Insurance Operations
Austin, TX - Hybrid 
12 Months
Hours: 8:00 - 5:00 onsite 5x a week for training
6-8 Weeks of training 8:00-5:00 On Site daily

Pay: $24 per hour, W 2 

The Ideal Candidate
High School Diploma required; Degree preferred
Intermediate Microsoft Office proficiency: Excel, PowerPoint, and Outlook - knowledge of Excel formulas, pivot tables, edit or create PowerPoint slides and Outlook mail/calendar communication. (Must be detailed in job history of presented resume.) 
Exceptional organizational skills: work on multiple accounts and at different stage in the renewal process, so being organized is important to your success in this role
Strong communication skills: collaborate with client teams who are remote, so the ability to communicate effectively is key


Job Profile Description
Drives timely and accurate production/processing of complex documents/information (includes report preparation).

Maintains a solid understanding of the core aspects of relevant Insurance and related legislation (customer awareness) and strengthen new and established relationships

Builds and maintains strong working relationships with internal and external stakeholders and serves as point of contact regarding any potential problems.

Adheres to Company policies and performance standards and recommend improvements.

Contributes to the achievement of Operations team Service Level Agreements (SLA) , Key Performance Indicators (KPI) and business objectives

What can you expect?
• This job is primarily computer-based work using proprietary applications and the Microsoft Office suite; team members are set up with dual monitors to increase efficiency.
• Team members are expected to meet individual productivity, accuracy, and timeliness metrics.
• Effectively using written and oral communication skills to correspond with other Client colleagues and clients. Phone usage is not significant.
• Collaboration is encouraged via process improvement suggestions from team members as well as participating in meetings and colleague engagement committees.

What is in it for you?
• A company with a strong brand and strong results to match
• Culture of internal mobility, collaboration, and valued partnership with HR from the business.
• Employee Resource Groups, which provide access to leaders, relevant volunteer, and mentoring opportunities, and interactions with counterparts in industry groups and client organizations.

We will Count on you to:
• Prepare proof of insurance documents on industry standard forms for our clients. Our clients submit requests for these documents via email; the Insurance Coordinator is responsible for reviewing submitted documentation, consulting insurance information, preparing and distributing the documents to appropriate parties.
• Handle end-to-end standard client renewal process including timely and accurate update of policy data, following directions regarding final document aggregation and distribution
• Demonstrate ability to use context clues including email threads, miscellaneous documents and servicing instructions to deliver expected client results
• Create and manage non-Acord documents as assigned, including endorsement creation, uploads, and swaps
• Autonomously support onboarding for new clients, acquisitions, mergers etc.
• Research client feedback, complete RCA and provide clearly organized findings to stakeholders
• Support workflow management as needed, act as a liaison/point of contact for extended team

What you Need to Have:
• Customer service experience supporting clients in a fast-paced office environment.
• Able to self-manage and work independently to drive results; comfortable with ambiguity and critical decision-making.
• Experience reviewing business documents and identifying relevant information to complete tasks.
• Able to obtain information from multiple sources and assimilate data to prepare necessary documents.
• Strong attention to detail and proofreading capabilities.
• Experience working with multiple applications effectively to complete transactions.
• Excellent written and verbal communication skills.
• 50+ WPM typing.
• Proficient with the Microsoft Office suite, particularly Word and Outlook.
• Expert knowledge of compliance and regulatory requirements regarding proof of insurance in the Client States
• Intermediate Excel knowledge as related to certificate tasks - including running report and analyzing/executing with guidance

What makes you stand out:
• Expert user in all applications and tools utilized by Proof of Insurance Dept., including Basys, Wincert, Siebel, CSI, itools; familiarity with COD, MOI and any client-specific applications