Project Coordinator
San Diego, California
Employer: Lockton, Inc.
Industry:
Salary: Competitive
Job type: Full-Time
Job Summary:
Description:
Requirements:
Qualifications:
Description:
- Receives and responds to routine Client's inquiries, maintains documentation of communications, existing issues, and issue resolutions, referring complex inquiries to more senior staff
- Prepares written correspondence and makes telephone calls to underwriters as requested by senior staff
- Reviews and processes policies and endorsements for accuracy of coverage, policy, content, and form completion
- Evaluates proposal policies with criteria outlined in check list and notifies more senior staff of any missing items or area of concern
- Assists in the renewal process by requesting and gathering enrollment, volume, benefit summary reports
- Helps produces employee communications such as newsletter, bulletins, overhead presentations as requested by senior staff
- Assists with financial reporting for renewals by gathering and compiling Client details
- Executes any requested changes on policies
- Periodically assists in loss-run requests
- Extends expiring binders as requested by senior staff
- Responds to and fulfills the requirements generated by the Renewal Assistance Program report and then updates the report when a task is completed
- Assistants in the upkeep of carrier product information
- Enter data into data management system and audit for accuracy, completeness, and conformity to established procedures
- Maintains and keeps records of Clients
- Compiles preliminary numbers for promulgating experience modification, and orders worksheets
- Issues and processes Client invoicing
- Assist is the research of invoice and billing errors
- Acquires an understanding of insurance brokerage business and account servicing processes
- Researches industry trends and governmental regulations
- Performs other responsibilities and duties as needed
Requirements:
Qualifications:
- Bachelor's Degree in Business Administration or related field and/or years of experience equivalent
- Up to three years of Client services experience is required
- Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
- Strong verbal and interpersonal communication skills required
- Understands industry trends and governmental regulations
- Ability to complete continuing education requirements as needed
- Ability to attend company, department, and team meetings as required, including industry training sessions
- Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information
- Ability to efficiently organize work and manage time in order to meet deadlines
- Ability to travel by automobile and aircraft
- Ability to use office equipment such as a computer, keyboard, calculator, photocopier, and facsimile machine
- Ability to work on a computer for a prolonged amount of time
- Ability to work outside of normal business hours as needed
- Legally able to work in the United States
Created: 2024-09-07
Reference: 2400UM
Country: United States
State: California
City: San Diego
ZIP: 92109
Similar jobs:
-
Project Coordinator
Medix in Oceanside, California💸 $22 - $25 per hour -
Project Coordinator
INSPYR Solutions in Remote Location, California -
Project Coordinator
Lockton, Inc. in San Francisco, California -
Project Coordinator
ASK Staffing in South San Francisco, California💸 $40 - $42 per hour -
Engineering Project Coordinator III
Insight Global in Sunnyvale, California💸 $55 per hour -
Project Coordinator
Precision for Medicine in Costa Mesa, California💸 $40000 - $60000 per year -
General Services Project Coordinator - Facilities Management (1.0 FTE, Days)
Lucile Packard Children's Hospital in Palo Alto, California💸 $79456.00 per year -
Temporary Construction Project Coordinator
Panda Restaurant Group, Inc. in Rosemead, California -
Construction Project Coordinator
State Of California in Sacramento, California -
Project Coordinator
West Advanced Technologies (WATI) in Sacramento, California -
Project Program Coordinator
Kaiser Permanente in Pasadena, California -
Commercial Roofing Project Coordinator - Los Angeles, CA
Worldwide Recruitment Services - EOC in Los Angeles, California -
Supply Chain Project Coordinator
In-N-Out Burgers in Chino, California💸 $31.75 - $33.50 per hour -
Project Scoping Coordination Branch Chief
State Of California in Sacramento, California -
Project Coordinator
Insight Global in Palo Alto, California -
Trade Marketing Project Coordinator
Moose Toys in Los Angeles, California💸 $28 - $32 per hour -
Project Operations Coordinator
FirstService Residential in Rancho Santa Margarita, California💸 $24 - $28 per hour -
Project Coordinator- REMOTE - STATE LIMITATIONS - See Below
Insight Global in Burbank, California -
Project Coordinator
Lockton, Inc. in San Francisco, California -
Nursing Project Coordinator - Trauma Center
Kaiser Permanente in Sacramento, California💸 $151900 - $196570 per year