Entry Level Career Opportunities in Risk Management

Prerequisites:

The Account Coordinator should have 3-5 years of administrative experience working with insurance related documents. In addition, the Account Coordinator must be a highly organized individual with the ability to multi-task.  The Account Coordinator must possess a highly-professional and courteous demeanor and be willing to dress and carry themselves in a professional manner as outlined by the Firm. The Account Coordinator must, also, be willing to learn the Firm’s technology platform and work within the process created for our valued clients.  Bachelor’s degree is preferred.

This role requires state specific [insurance] licensing, and the Account Coordinator is expected to obtain such licenses, as agreed with the Firm. We, also, encourage continuing professional education, and anticipate the Account Coordinator and the Firm to agree on an annual Professional Development Plan as part of the annual review process.

Reports Directly To:

• Team Manager

Interacts With:

• Senior Leadership of the Firm
• Client Service Team (“CST”) including Technical Assistants (“TA”), Analysts and the Firm’s Leadership Team
• Administrative support personnel
• Clients of the Firm and their vendors (brokers, TPAs, etc.) as needed

Essential Functions:

The Account Coordinator is expected to gain a general understanding of insurance coverages (i.e. general liability, umbrella, worker’s compensation, auto, property, etc.) including the forms and endorsements used. Account Coordinator must, also, gain a broad understanding of general insurance and risk management terms.

1. Account Administration – General responsibility for administrative best practices including document look and “feel”, so they are consistent with ALS’ branding. This includes letters, reports, emails, etc. as prescribed by ALS Office Procedures Guide.
2. Billing – The proper entry of Account Coordinator’s billing and assisting, as needed, with entering billing for other team members. This includes ensuring the use of the Billing Best Practices. Where corrections are needed, the Account Coordinator must ensure they are made. Daily billing must be submitted (#4 report) as directed by management. In addition, Account Coordinator will review daily and EOM billing for the team prior to it being submitted to management.
3. To-Dos and Work Plan – The Account Coordinator will create and maintain client To-Dos in support of client engagement. This includes:
   1. Weekly updates and issuance of To-Dos
   2. Management of and follow-up on open items from beginning to conclusion
   3. Email Management – Coordination of all incoming emails – saving emails and documents to appropriate client file and updating the To-Dos to reflect current actions and next steps.
4. Client Renewals & Marketing – Provide support to Account Management team on all renewal and marketing tasks from marketing project setup to updating actions and obtaining information as needed.
5. Insurance Policy Reviews – Administration and verification of insurance policies, including entering and maintaining policy record in OpsRisk and supporting Account Management team by performing Level 1 and assisting with Level 2 policy reviews.
6. Contract Administration – Assist with review and administration of any contract that is being reviewed by the Account Management team and is a part of client engagement including saving, summarizing and follow-up for most recent versions of such contracts.
7. Claims Management and Administration – Processing of all claims within 12-hours of receipt (by ALS,) including reporting to broker, logging into Litigation Log, creating h-drive folders
   1. Preparing for and assisting with any claims reviews and “lessons learned” meetings.
8. Paper Files – There are several “types” of paper files that are kept for each client. It is the Account Coordinator’s responsibility to manage those paper files and be certain they are up to date at all times.
   1. The Firm has a “clean desk policy”, which we expect everyone in the office to support from a cleanliness and organizational standpoint.
9. Electronic File Management – The Firm’s electronic filing system is very well defined, and it is vital that the Account Coordinator works within that system. We are also counting on the Account Coordinator to “police” the files that are, ultimately, saved so a) the file name is appropriate and b) it is saved in the correct folder.
10. Internal (Catch-ups) and Client Meetings – The Account Coordinator will be expected to coordinate the calendar invites and help the CST assemble the “standard” material that needs to be prepared for a client or [internal]catch-ups.
11. Preparation of OpsRisk Reports – The Account Coordinator prepares and updates client reports in OpsRisk including Business Summary Report, Named/Additional Insured Reports, Coverage Matrix, Schedule of insurance, etc.

General Responsibilities

• Office & Space Management: This is the responsibility for the overall management of the office space, including, but not limited to, office organization, supplies ordering, technology support, etc.
• Provide administrative and organizational support to the CEO as needed.
• Client Service Plans – The Account Coordinator will administratively prepare the templates or base documents for completion by the CST.