Senior Account Coordinator, Group Captive

Role Overview

• Assists the Group Captive prospective clients with obtaining historical exposure and loss information with Captive Submission template
• Follow up with prospective clients/producers to assist/review/check completion of historical data through review of loss data and historical audits.
• Analyze & review with AM/AE the “back of the napkin” & “Look Back” analysis to check eligibility for Captive program.
• Respond to clients’ needs by providing/producing binders, certificates, policies, auto id cards, evidence of insurance, and other related items accurately and on time.
• Gains exposure to clients and carrier contacts; attends meetings and calls, primarily does not advise clients.
• Assists the Account Management Team in preparing insurance for company proposal requests.
• Performs policy checking, completes coverage checklists and coverage recommendation letters.
• Creates and maintains client files in the Agency Mgmt. System in accordance with office procedures.
• Assists with billing questions from clients and insurance company personnel with assistance from the Accounting Dept. when necessary.

Requirements

• High School or equivalent is required
• Ideally more than 3 years of related P&C account support/operations experience
• EPIC experience is preferred, but will consider other agency management system experience
• Intermediate Microsoft Word, PowerPoint & Excel, Teams and Copilot/AI
• Advanced Excel preferred.

Benefits

• PTO & paid holidays
• 401(k) with match
• Exclusive discount programs
• Health & wellness programs