Commercial Lines Account Coordinator - Andreini & Company

 
 
We are seeking a qualified Account Coordinator for our San Mateo Office, San Jose or San
Ramon Office. The Account Coordinator will be responsible to provide administrative support to the Account Manager:
 
Primary Functions/Basic Duties
  • Ordering loss runs
  • Update applications in TAM as part of the renewal and/or change request procedures.
  • Process change requests including Auto ID Cards if appropriate
  • Follow up with insurance carriers and clients as part of the change request procedures
  • Process endorsements including invoicing.
  • Process renewal invoicing as instructed for certain clients
  • Update excel spreadsheets as instructed for certain clients
  • Order MVR reports and/or Process Auto ID Cards in the event the Technical Assistant is not available
  • Assemble and bind proposals/summaries
  • Attend team meetings and training sessions as required
  • Manage open activities to meet appropriate timeframes as outlined in the workflow procedures manual
  • Process assigned transactions properly as outlined in the workflow procedure manual including but not limited to activity management and file attachment 
  • Process exception report corrections within 2 business days
 
 
Additional Responsibilities
  • Maintain continuing education and keep California broker’s license in effect
  • Other responsibilities as needed
 
Qualifications/Requirements
Skills/Competencies:
  • Highly organized
  • Excellent communication skills
  • Preferred experience with Applied Management System
 
Andreini & Company is an equal opportunity employer M/F/D/V.
 

 

Contact Information: 
Ana Barbacioru: abarbacioru@andreini.com