Insurance Account Coordinator

Charles Taylor is a highly successful global provider of professional services to the insurance industry. We are seeking an experienced Insurance Account Coordinator to join our team. This is a hybrid role working from the Brookfield, WI office.

Position Summary

The Insurance Account Coordinator is responsible for handling all of the day-to-day processing and coordination of the underwriting process for the school's program of the Community Insurance Corporation.

Essential Functions

• Prepares and processes new and renewal quotes and policies for school's program working with external agents
• Processes new and renewal submission requests, collection and analysis of underwriting data
• Processes rating and premium calculations for liability, workers compensation and/or property lines of coverage, based on underwriting dated collected
• Evaluates loss runs/loss ratio and prepares analysis of loss history and exposure
• Utilizes the Office Management Systems (Origami) for collecting, monitoring, and processing submissions and exposure data
• Collects and submits necessary information to carriers as applicable for coverages as necessary (such as equipment breakdown and crime coverage)
• Binds and issues policies with external carriers as well as in Origami system, confirming that all details have been input correctly
• Processes invoices and other documents as needed for accounting department
• Provides customer service to agency force as well as clients, by answering coverage questions, gathering and reviewing proper underwriting information, generating loss runs, issuing certificates of insurance and policy endorsements, in a timely and accurate manner
• Prepares specified reports or custom ad hoc for clients, management, and agency force as needed
• Maintains files of related documents and forms electronically for insureds according to record retention policy
• Maintains program and client records and expiration schedules to provide timely processing of new and renewal accounts
• Provides assistance and back up support to other programs and projects within the underwriting department
• Minimal, if any, may travel on occasion for trainings or seminars; Travel is intrastate.
  
  
  

Knowledge, Skills And Abilities

• Proficient in the full Microsoft Office suite, with intermediate to advanced expertise in Excel
• Quick to learn and adapt to new office management systems, technologies, and equipment
• Demonstrated ability to establish and maintain effective working relationships
• Excellent written and verbal communication skills
• Highly organized with strong time-management and prioritization abilities to meet deadlines
• Exceptional attention to detail and commitment to accuracy
• Customer-focused with a professional and service-oriented approach
• Flexible and adaptable, embracing change and continuous improvement in workflows
• Able to work independently while effectively following directions
• Knowledge of practice/principles of insurance
• Willingness to obtain State of WI Insurance Intermediary License-Property and Casualty designation
  
  
  

Required Education And Experience

• High School education
• 1-3 years of experience in an underwriting department of a commercial insurance company or insurance agency – focused on property/casualty lines
  
  
  

Charles Taylor offers a competitive salary commensurate with experience and excellent benefits including medical, dental, vision, life insurance and 401(K) with match. If you are seeking a career where you can achieve great things for great clients in a supportive and collaborative environment, then we may be the place for you.

Values

At Charles Taylor, our values define our identity, principles and conduct. This person will demonstrate and champion Charles Taylor Values by ensuring Agility, Integrity, Care, Accountability and Collaboration.

Equal Opportunity Employer

Here at Charles Taylor, we are proud to be an Inclusive Employer. We provide an environment of mutual respect with zero tolerance to discrimination of any kind regardless of age, disability, gender identity, marital/ family status, race, religion, sex, or sexual orientation.

Our external partnerships and the dedicated work we do in promoting a transparent and fair recruitment and selection process all contribute to the successful, inclusive, and diverse culture and environment which we are proud to be a part of at Charles Taylor.

About Charles Taylor

Charles Taylor is an independent, global provider of claims solutions, insurance management services and technology platforms for all property and casualty markets, including commercial property, workers’ compensation, and auto/liability. We offer complex loss adjusting, technical services, third-party administration, and managed care programs with specialization in catastrophic, aviation, energy, and marine claims. With over 100 years of expertise at our core, we offer a comprehensive suite of solutions across all lines of business to help our clients manage risk.