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 corre…
Skills: Client services, Insurance brokerage, Data entry, Policy processing, Microsoft Office Suite
At BCInsourcing, we believe our people are our greatest strength. We strive to hire individuals from diverse backgrounds because different perspectives make us stronger, more innovative, and better equipped to serve othe…
Skills: Benefit communication, Relationship building, Insurance knowledge, Time management, Data analysis
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 corre…
Skills: Client services, Documentation, Data entry, Microsoft Office Suite, Communication
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 corre…
Skills: Client services, Insurance brokerage, Data management, Policy processing, Microsoft Office Suite
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 corre…
Skills: Client services, Insurance brokerage, Data management, Policy processing, Microsoft Office Suite
Lockton is currently seeking a results-orientated Complex Claims Coordinator who thrives in a fast pace environment and constantly strives to improve the client experience. ESSENTIAL JOB DUTIES AND RESPONSIBILITIES Acqui…
Skills: Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Microsoft Outlook, Data analysis
Manages renewal transactions, certificate reviews, and lender relationships. First point of contact for all lending clients. Reviews initial information provided by clients to ensure completion and accuracy. Manages proj…
Skills: Lender relations, Insurance documentation, Project management, Data entry, Reporting
Lockton is currently seeking a results-orientated Complex Claims Coordinator who thrives in a fast pace environment and constantly strives to improve the client experience. ESSENTIAL JOB DUTIES AND RESPONSIBILITIES Acqui…
Skills: Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Microsoft Outlook, Medical terminology
Manages renewal transactions, certificate reviews, and lender relationships. First point of contact for all lending clients. Reviews initial information provided by clients to ensure completion and accuracy. Manages proj…
Skills: Lender relations, Insurance documentation, Project management, Data entry, Reporting
Manages renewal transactions, certificate reviews, and lender relationships. First point of contact for all lending clients. Reviews initial information provided by clients to ensure completion and accuracy. Manages proj…
Skills: Lender relations, Insurance documentation, Project management, Data entry, Reporting
Manages renewal transactions, certificate reviews, and lender relationships. First point of contact for all lending clients. Reviews initial information provided by clients to ensure completion and accuracy. Manages proj…
Skills: Lender relations, Insurance documentation, Project management, Data entry, Reporting
Description: Maintains and enhances Lockton’s relationships with existing Clients by executing proactive, creative, and on-going contact initiatives Proactively understands the requirements and needs of a Client account …
Description: Maintains and enhances Lockton’s relationships with existing Clients by executing proactive, creative, and on-going contact initiatives Proactively understands the requirements and needs of a Client account …
Description: Maintains and enhances Lockton’s relationships with existing Clients by executing proactive, creative, and on-going contact initiatives Proactively understands the requirements and needs of a Client account …
About Lockton Northeast For the Northeast Series, you’ll find our people in the metropolitan areas spanning Washington DC, Philadelphia, New York City, Hartford, Norwalk, Boston, and Portland ME. With our unmatched work …
About Lockton Northeast For the Northeast Series, you’ll find our people in the metropolitan areas spanning Washington DC, Philadelphia, New York City, Hartford, Norwalk, Boston, and Portland ME. With our unmatched work …
SUMMARY Lockton Affinity, located in Overland Park, KS, is seeking a Business Consultant to join our collaborative, and engaging team. As part of this role you will: Interact with internal stakeholders and external prosp…
Skills: Consultative sales, Time management, Communication skills, Negotiation skills, Microsoft Office
SUMMARY Lockton Affinity, located in Overland Park, KS, is seeking a Business Consultant to join our collaborative, and engaging team. As part of this role you will: Interact with internal stakeholders and external prosp…
Skills: Consultative sales, Time management, Communication skills, Negotiation skills, Microsoft Office
SUMMARY Lockton Affinity, located in Overland Park, KS, is seeking a Business Consultant to join our collaborative, and engaging team. As part of this role you will: Interact with internal stakeholders and external prosp…
Skills: Consultative sales, Time management, Communication skills, Negotiation skills, Microsoft Office
ESSENTIAL JOB DUTIES AND RESPONSIBILITIES • Responsible for 20-40 total accounts, with assistance from an Account Coordinator or Senior Account Coordinator • Seen as Subject Matter Expert by core teams and/or clients, as…
Skills: Stop Loss Insurance, Account Management, Consulting, Carrier Relations, Leadership
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
Full-time
bachelor degree
Posted 11d ago
~40 hrs/week
Responsibilities
The Project Coordinator manages client inquiries, processes insurance policies, and maintains accurate documentation of communications and resolutions. They also assist senior staff with financial reporting, renewal processes, and the preparation of various client-facing materials.
Requirements
Candidates must hold a bachelor's degree in business administration or have equivalent experience, along with up to three years of client services experience. Strong proficiency in Microsoft Office and excellent verbal communication skills are required to manage deadlines and industry-specific tasks.
Full job description
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
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
What makes Lockton stand apart is also what makes us better: independence. Our private ownership empowers our nearly 15,000 Associates doing business in over 140+ countries to focus solely on clients' risk and insurance needs. With expertise that reaches around the globe, we deliver the deep understanding needed to accomplish remarkable results.
Offices: Global, US · 2100 Ross Ave, Dallas, Texas 75201, US · 7650 Edinborough Way, Suite 100, Edina, Minnesota 55435, US · 640 Taylor St, Suite 1450, Fort Worth, Texas 76102, US · 3657 Briarpark Dr, Suite 700, Houston, Texas 77042, US
What makes Lockton stand apart is also what makes us better: independence. Our private ownership empowers our nearly 15,000 Associates doing business in over 140+ countries to focus solely on clients' risk and insurance needs. With expertise that reaches around the globe, we deliver the deep understanding needed to accomplish remarkable results.
Offices: Global, US · 2100 Ross Ave, Dallas, Texas 75201, US · 7650 Edinborough Way, Suite 100, Edina, Minnesota 55435, US · 640 Taylor St, Suite 1450, Fort Worth, Texas 76102, US · 3657 Briarpark Dr, Suite 700, Houston, Texas 77042, US