Large Account Coordinator

SUMMARY:

Primarily responsible for assisting Large Account Underwriters and Business Development Consultants in growing and maintaining a profitable book of business and assisting agents with inquiries related to underwriting rules, procedures and regulations. Reviews policy structures to determine if changes need to be made to stay in compliance with bureau rules and regulations. Provides customer service to agencies and policyholders related to complex inquiries, policy and audit information. Contacts include state rating bureaus, Large Account Underwriters, Business Development Consultants, Business Development Directors, Service Center Managers, Underwriting Technical Advisor, Service Center staff, Finance Department, Claims Department, agents and policyholders.

PRIMARY RESPONSIBILITIES:

This description identifies the responsibilities typically associated with the performance of the job. The percentage of time in any responsibility may vary between positions. Other relevant essential functions may be required.

• Interpret and analyze loss runs and payroll data to complete a Loss Pricing & Projection (LPP) model.

• Analyze data to determine what is applicable and can be used when creating reports. Request additional data when needed.

• Calculate and use judgement to utilize appropriate data.

• Provide underwriting technical support throughout the renewal and new business proposal process via eLink and the LPP.

• Responsible for adherence to, maintenance, and completion of the Division of Business process. Responds to policy inquiries and provides customer service to agency staff, such as ensuring dba’s, locations, and ownership are correct.

• Research and analyze history of policyholder (i.e., financial, safety, loss experience and payrolls) to complete the account profiles for monthly meetings. Includes reports from Business Objects, RMIS, D&B, OSHA, SMS, and the agency management system. Composes written correspondence as appropriate with internal staff, Senior Business Development Specialists, Business Development Consultants, and policyholders.

• Analyze past losses and payroll data to complete an experience rating promulgation and correspond with various rating bureaus regarding missing information.

• Assess history of indemnity and medical claims. Compile information on claim resolution from the Claims Adjuster to add to the underwriting file. Provides basic technical support to agents with their online tools. Identify policy structure or coverage changes based on audit findings in order to stay in compliance with Accident Fund’s and/or bureau rules and regulations.

• Per letter of authority, reviews amendment and cancellation requests for eligibility, gather information as needed, and forward for completion of the request.

• Works with minimum supervision.

EMPLOYMENT QUALIFICATIONS:

A. EDUCATION REQUIRED:

Associate degree in insurance and/or a related field with progress towards or completion of Insurance Institute of America (IIA) or other insurance-related designations. Combinations of education and experience may be considered in lieu of formal education.

B. EXPERIENCE REQUIRED:

Two (2) years experience with Accident Fund Insurance Company of America as a Customer Service Representative, Customer Billing Representative, Policy Processing Representative II, or equivalent Accident Fund experience that provides the necessary skills.

OR

Four (4) years relevant experience servicing agencies and policyholders as it relates to rules, procedures and regulations, policy and audit information; reviewing, approving and declining endorsement requests; maintaining compliance with bureau rules and regulations.

OR

Bachelor’s degree in business, insurance or related field with progress toward or completion of Insurance Institute of America (IIA) or other insurance-related designation(s).

AND

Two (2) years relevant experience servicing agencies and policyholders as it relates to rules, procedures and regulations, policy and audit information; reviewing, approving and declining endorsement requests; maintaining compliance with bureau rules and regulations.

C. SKILLS/KNOWLEDGE/ABILITIES (SKA) REQUIRED:

• Ability to work effectively in a multi functional multi-state business unit.

• Ability to accurately interpret and translate data.

• Knowledge of state specific underwriting and audit rules, procedures, and Workers’ Compensation classifications in multiple states.

• Basic understanding of the worker’s compensation claims process as it relates to the underwriting process.

• Excellent verbal and written communication skills.

• Strong interpersonal skills and the ability to create and maintain mutually beneficial relationships with working partners.

• Excellent organizational skills, including ability to perform multiple tasks, and prioritize.

• Ability to manage multiple priorities and meet established deadlines.

• Advanced Knowledge of word processing and spreadsheet software with accurate input ability of 40 wpm.

• Strong analytical and problem-solving skills.

• Ability to process transactions on core processing systems.

• Ability to enter alpha/numeric data accurately.

• Ability to proofread documents for accuracy of spelling, grammar, punctuation, and format.

• Excellent math skills with the ability to use a ten-key adding machine.
  

ADDITIONAL EDUCATION, EXPERIENCE, SKILLS, KNOWLEDGE AND/OR ABILITIES PREFERRED:

Thorough knowledge of state specific underwriting and audit rules, procedures, and Workers’ Compensation classifications in multiple states. Completion of Certified Authority on Workers Compensation (CAWC).

WORKING CONDITIONS:

Work is performed in an office setting with no unusual hazards.