Company Description

Fortegra Corporation, an insurance services company, provides insurance-related products and distribution and administration services in the United States. The company was formerly known as Life of the South Corporation and changed its name to Fortegra Corporation in 2008. Fortegra Corporation was incorporated in 1981 and is based in Jacksonville, Florida.

Job Description

The Account Management Support Specialist is responsible for performing administrative duties that support the Account Management team as specified by the department, including the ongoing management of accounts, implementations, reporting, compliance related tasks and other duties as assigned. Responsibilities will vary in accordance with assigned area of responsibility.

• Provide clerical support to Account Management team, including daily account management, general account administration and housekeeping
• Perform administrative tasks as assigned
• Organizing account records
• Prepare and distribute meeting agendas and materials in advance of meetings
• Take detailed notes in company meetings and distribute notes and meeting deliverables afterwards
• Prepares work to be completed by gathering, sorting, organizing, and recording data, information, and documents.
• Assist in maintaining the Customer Relationship Management (CRM) system, stage progression and reporting.
• Engages in regular communications, updates and follow ups to the Account Management team
• Supports internal department communications and coordination between Sales, Underwriting, Marketing, Finance, Reinsurance, Legal, Compliance, Regulatory, Operations, Claims, IT, etc.
• Assists in the implementation/onboarding of new accounts and programs, including coordinating and completing tasks associated with program development, onboarding, and execution
• Assists in the development and review of sales support metrics, analytics, and dashboards on program performance and productivity
• Follows direction and executes assigned tasks in a timely manner and/or by required deadlines
• Obtain, review, and validate standard monthly and quarterly reports and distribute to account(s)
• Create and update processes & procedures as needed
• Other duties or projects as assigned

The above cited duties and responsibilities describe the general nature and level of work performed by people assigned to the job. They are not intended to be an exhaustive list of all the duties and responsibilities that an incumbent may be expected or asked to perform.

Qualifications

• 2-3 years’ preferred experience in an Administrative, Assistant or Clerical type role
• Bachelor’s degree or equivalent work experience
• Maintain a positive attitude and perspective
• Ability to work with various team members and department leads
• Exceptional organizational and time-management skills to maintain account records and handle important documents effectively
• Ability to solve administrative problems without supervision
• Excellent listening skills and ability to follow direction
• Strong written and verbal communication skills
• Strong computer skills with the ability to learn new systems
• Ability to adapt to process changes and assist in process improvements
• Detail oriented and task focused
• Strong administrative, record-keeping, and clerical skills
• Self-starter with ability to switch-task easily when priorities shift
• Excellent interpersonal skills
• Ability to work in a fast-paced environment
• Ability to comprehend and apply new and/or changing concepts
• Proficient with Microsoft products (Outlook, Excel, Word)
• Ability to meet deadlines without compromising consistency in the process
• Experience dealing and handling sensitive and confidential information
• Ability to prioritize workload to guarantee all issues are allocated the required time and handled in a professional manner

Additional Information

Full benefit package including medical, dental, life, company paid short/long term disability, 401(k), tuition assistance and more.

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