15 days old

AD01 - Client Account Coordinator

Kelly Services
Sarasota, FL 34237

**FULL-TIME: MONDAY FRIDAY 8:00 A.M. 5:00 P.M.**




Commercial Lines support in maintaining, expanding and servicing assigned accounts.


+ Florida 4-40 License, preferred 2-20

+ Strong technical knowledge of coverage in all commercial lines insurance policy forms, rating and exposure analyzing.

+ Minimum 2 years comparable commercial agency experience.

+ Superior computer skills and full command of Microsoft Office, Insurance Agency Management Systems and electronic document management solutions (paperless office)


+ Ability to handle multiple tasks and/or projects simultaneously despite their complexity

+ Excellent organizational and time management skills

+ Ability to initiate and foster rapport in a professional manner

+ Maintains professional manner and appearance

+ Orientation for detail and accuracy

+ Capable of meeting deadlines

+ Excellent written and verbal communication skills

**ESSENTIAL DUTIES AND RESPONSIBILITIES** include the following. (Other duties may be assigned.)

+ Provides renewal direction, training and support to team members on assigned accounts for renewal marketing within Commercial Lines.

+ Maintains working knowledge of current markets and strives to place business with lead carrier partners and those with the best policy forms.

+ Monitors workflows, consistency with processes and procedures and provides training for Commercial Lines team members.

+ Recommends and implements procedures to increase efficiency and effectiveness for the Commercial Lines department.

+ Supports Producers by acting as central point of contact for all customer issues.

+ Prepares and processes binders of insurance, policies, endorsements, certificates of insurance, audits and cancellations in accordance with office procedures.

+ Reviews coverages placed for accuracy and risk exposure suitability.

+ Validates internal and external rating of policies, confirms endorsements, audits, cancellation, and related documents.

+ Reviews commercial applications, renewal requests and endorsements for adherence to underwriting authority and guidelines as established by the various companies.

+ Transmits policies, endorsements, audits, cancellations, etc. in writing using the Quality Control guidelines as adopted by the Commercial Lines team.

+ Oversees and/or processes all transactions on policies as assigned from effective date to expiration date.

+ Maintains suspense system for all transactions for assigned accounts.

+ Invoices items on assigned accounts in a timely basis.

+ Prepares and processes premium finance agreements as needed.

+ Advises accounting department of the appropriate posting of monies received on assigned accounts when necessary. Reviews and corrects invoicing discrepancies on a timely basis as needed. Trains team members on invoicing guidelines and process.

+ Reviews and maintain expiration records on assigned accounts.

+ Maintains strong technical knowledge of commercial lines coverages and rating and keeps up to date on form changes and related changes as they occur in the industry.

+ Prepares draft proposals for completion and reviews completed proposals prepared by the Marketing Assistant.

+ In the absence of claims personnel; handles claims in accordance with established procedures.

+ Performs special projects as assigned.

**Physical Requirements Necessary on a Regular Basis** **:**

+ Manual dexterity, arm and upper body range of motion sufficient for use of a keyboard, mouse and telephone on a constant basis 7-8 hours per day.

+ Speech and hearing sufficient for in-person and telephone communication on a constant basis 7-8 hours per day.

+ Vision sufficient for use of a computer monitor.

+ Ability to sit at a desk on a constant basis 7-8 hours per day.

**Why Kelly** **** **?**

As a worker today, its up to you to take charge of your career and look for opportunities to learn, grow, and achieve your potential. Helping you find whats next is what were all about. We know whats going on in the evolving world of workjust ask the 440,000 people we employ each year. Connecting with us means getting the support, guidance, and opportunities needed to take your career where you may have never imagined.

**About Kelly** ****

At Kelly, were always thinking about whats next and advising job seekers on new ways of working to reach their full potential. In fact, were a leading advocate for temporary/nontraditional workstyles, because we believe they allow flexibility and tremendous growth opportunities that enable a better way to work and live. Connecting great people with great companies is what we do best, and our employment opportunities span a wide variety of workstyles, skill levels, and industries around the world.

Kelly is an equal opportunity employer committed to employing a diverse workforce, including, but not limited to, minorities, females, individuals with disabilities, protected veterans, sexual orientation, gender identity. Equal Employment Opportunity is The Law.


Posted: 2020-06-22 Expires: 2020-07-23

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AD01 - Client Account Coordinator

Kelly Services
Sarasota, FL 34237

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