Wrap-Up Program Administrator

Allianthcm

New York City, NY, United States2w ago

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Key details

Location
New York City, NY, United States
Work style
Onsite
Level
Mid level
Experience
4–7 yrs
Function
Administrative
Focus area
other
Posted
2w ago

Skills

account managementcustomer servicemicrosoft officerelationship management

About the role


SUMMARY
Responsible for managing several OCIP and CCIP wrap-up programs varying in size from small to large. The position requires account management and sales support skills, client relationship management, and occasional interface with the insurance market relationships on existing accounts. This position also requires superior computer skill and ability.

ESSENTIAL DUTIES AND RESPONSIBILITIES
Provides administrative support to an assigned group of clients, which includes Wrap-Up accounts;
Supports Producer in developing new business opportunities for existing clients and prospects;
Initiates renewal process for existing clients, and discusses and creates renewal strategy with Producer;
Analyzes and compares current exposures and develops renewal or new business specifications for marketing;
Reviews and summarizes marketing results and prepares proposals;
Provides assistance with pre-meetings, WrapX software, contractor interfaces, and contractor credit negotiations;
Resolves customer service inquiries that require research and interactions with carriers or agents;
Conducts marketing, negotiates rates, reviews quotes and coverage’s for competitiveness and accuracy;
Finalizes proposals and presentations in coordination with Producer;
Prepares renewals and client information presentations and assists in preparing Request for Proposal (RFP) responses;
Meets with clients as needed or directed by Producer;
Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);
Other duties as assigned.

QUALIFICATIONSEDUCATION / EXPERIENCE
Associates degree or equivalent combination of education and experience
Four (4) or more years related work experience
Valid Insurance license
Must continue to meet Continuing Education requirements for license renewal

SKILLS
Excellent verbal and written communication skills
Advanced planning, organizational and prioritization skills
Ability to work within a team and to foster teamwork
Excellent customer services skills, including telephone and listening skills
Proficient in Microsoft Office Suite
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