Account Coordinator - Surety

Job Title: Account Coordinator - Surety

Location: Fairfield, NJ

About The Role:

This position is responsible to support Account Managers to meet client needs with general focus on transactional tasks through following processes and workflows.

Responsibilities:

• Issue certificates / evidence of insurance, ID cards, binders (where appropriate) and MVRs if applicable.

• Input and update policy information in EPIC

• Send applications / submissions to carriers at account managers direction.

• Assist account managers in preparing proposals, loss summaries, schedules of insurance and other relevant spreadsheets/reports.

• Follow up with underwriters for policies, endorsements and change requests.

• Respond to client inquiries, incoming mail, and company request needs on a timely basis.

• Scan and/ or attach all e-mails, applications, certificate/Evidence requests, faxes and other correspondence received in EPIC and ensure accuracy of client data.

• Handle vehicles change requests from insureds and dealers.

• Prepare cover letters for routine endorsements.

• Handle on-line endorsement/ application processing

• Handle audit processing and sending to insureds.

• Adhere to EPIC system agency business processes and workflows

• Complete other functions and assignments as needed, including back-up duties

• Perform other responsibilities and assignments to meet business needs

*This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management*

Requirements:​

• Strong organizational and time management skills along with a demonstrated attention to detail

• Successfully works independently and collaboratively, depending upon the specific needs of the tasks

• Ability to work in fast paced environment, prioritize multiple tasks, and meet deadlines

• Professionally and effectively communicates, both verbally and in writing, including the ability to actively listen

• Must be able to problem-solve to help address issues or refer them to others for assistance

• Enjoys a high degree of interaction with team members, and consistently demonstrates high motivation, positive behavior, sense of urgency, and works to achieve goals and objectives

• Ability to establish credibility and develop strong relationships with internal stakeholders through ethics, integrity, professionalism, and mutual respect

• Proficient working knowledge of Microsoft Office, including Outlook, Excel, Word and PowerPoint with experience collaborating efficiently in M365 (OneDrive, MS Teams, SharePoint)

• Proficient computer skills with agency management software systems preferred

Benefits & Perks:

• Competitive Compensation

• Industry Leading Healthcare

• Savings and Investments

• Charitable Giving Programs

• Offering hybrid work option           

• Opportunities for Growth

• Parental Leave

• Generous time away