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Certificate Account Coordinator

Company: Tutton Insurance Services - An AssuredPartners Com
Location: Santa Ana
Posted on: November 22, 2021

Job Description:

Tutton Insurance Services, a division of AssuredPartners, is seeking a Commercial Lines Certificate Account Coordinator to join their team! Salary: $40,000 - $44,000 with full benefits (health, dental, vision, 401k, PTO and more) Work Hours: Monday through Friday, 7AM - 3:30PM or 8AM - 4:30PM in office with a 30 minute lunch. Our Office Location: 2913 S Pullman Street - Santa Ana, CA 92705 AssuredPartners has Excellent Benefits, including:

  • 401K + match
  • Dental, Medical, Vision Insurance
  • HSA and FSA options
  • Employer-paid life insurance, Voluntary life insurance, Employer-paid short-term and long-term disability insurance
  • Paid time-off, Paid holiday, and Paid Training/Licensing in Property and Casualty Certificate Account Coordinator--- Position Summary: The Account Coordinator assists the Account Executive or Account Representative and other department personnel by processing work associated with insurance accounts, such as issuing certificates of insurance, data entry, renewal preparation and other tasks by performing the following duties. Certificate Account Coordinator Essential Duties and Responsibilities:
    • Retrieves and routes incoming faxes and bulk mail that comes in through email.
    • Prepare certificates using templates based on the policy type and coverage bound. This may be provided by the CSR assigned to the account for new and renewal accounts or the insured may request this directly.
    • When specific forms are required for certificate(s), Cert CSR will work with Account CSR (if needed) on the account to obtain any and all forms.
    • Handles Certificate Holder lists for new and renewal accounts.
    • Issuance of certificates handled, on a daily basis, delivery to insured and certificate holder as preferred by requester(s).
    • Sends letters to clients in advance for review for issuance of timely renewal certificates.
    • Communicates with supervisor on any issues to ensure excellent customer service.
    • Document transactions (Activities) within agency management system Certificate Account Coordinator Minimum Qualifications, Education and/or Experience:
      • We're looking for a team player who is a self-starter with excellent verbal and written communication skills.
      • Must have completion of a Bachelor's Degree
      • One year of customer service-related experience and/or training---
      • Must have the ability to multi-task with excellent organizational skills and be detail-oriented.
      • A Property & Casualty License is preferred, otherwise you will recieve paid training/licensing.
      • Knowledge of commercial insurance policies, forms and endorsements is highly preferred.
      • Ability to use personal computer, agency automation systems and various software programs, including but not limited to Microsoft Outlook, Word, and Excel. About AssuredPartners: AssuredPartners is the fastest-growing independent insurance agency in the U.S. Founded in 2011 as a national partnership of leading independent property and casualty and employee benefits brokerage firms, AssuredPartners is now one of the largest brokers in the nation after acquiring over 325 agencies. AssuredPartners has approximately 7,000 team members and offices in 40 states and two countries reaching 1.5 billion dollars in revenue. As our company continues to grow at a rapid pace, so do the opportunities for our current and future employees. #a

Keywords: Tutton Insurance Services - An AssuredPartners Com, Santa Ana , Certificate Account Coordinator, Other , Santa Ana, California

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