Monster

Account Coordinator

KORE Insurance Holdings, LLC

Livingston, NJ

JOB DETAILS
SKILLS
Adobe Acrobat, Contract Requirements, Contract Review, Customer Retention/Renewal, Epic Systems, Fax Machines, Health Informatics, Insurance Documentation, Insurance Sales, Mail Processing, Microsoft SharePoint, Organizational Skills, Sales Management, Sales Support, Time Management
LOCATION
Livingston, NJ
POSTED
20 days ago

 Enter new accounts in Applied Epic.

· Create Master Certificates of Insurance.

· Issue PDF version of COI via mail and email, at renewal/new account establishment/upon request by insured.

· Issue version of Auto ID cards at renewal/new account establishment/upon request of Insured.

· Review contract requirements and Provide COI’s and Id cards to requestor, within a timely manner.

· Pull policies from carrier websites and save to Sharepoint files.

· Retrieve Blanket Endorsements from policies and place in Sharepoint files.

· Request and/or retrieve Endorsements from various sources.

· Upload certificates to various websites.

· Retrieve Specific Endorsements from the carrier(s) and work with Account Executive on issuance.

· Attach form into our agency management system (Applied Epic).

· Faxes-Distribute incoming faxes accordingly.

· Occasional Reception relief - i.e., cover lunch

· Mail - Post mail, open incoming mail, date stamp and distribute to appropriate team.

· Monitor cancellations on carrier websites and incoming mail then distribute to appropriate team

REQUIRMENTS:

-Knowledge of Applied EPIC

-Experience of 3 or more years supporting insurance sales team required

 


Employment Type: Full Time
Years Experience: 3 - 5 years
Bonus/Commission: No

About the Company

K

KORE Insurance Holdings, LLC