Healthcare Liability Account Coordinator

Healthcare Liability Account Coordinator

This is an ideal opportunity to work at a growing organization with a strong family culture. Shepherd Insurance is a privately-owned insurance agency that has delivered risk management solutions since 1977. With a wide variety of insurance and financial products, we are among the largest independent agencies in the country.

As a Healthcare Liability Account Coordinator within the Shepherd family, you will assist account managers and insurance advisors in the handling and processing of new and renewal healthcare liability commercial lines business in accordance with Agency procedures and guidelines. In addition, you will provide a high level of support in obtaining, maintaining, expanding, and assisting in servicing commercial accounts. With a positive attitude, the Account Management team also provides customer service to clients as assigned and requested.

Roles and responsibilities:

• Provide positive, prompt, accurate, and courteous service to account managers and clients, as necessary in the Healthcare Liability department.
• Maintain electronic and/or paper files in an orderly, up-to-date manner.
• Check manual policies, order loss runs, issue renewal binders, invoices, ID cards and certificates.
• Receive any downloads and communication coming in from carriers that need forwarded to others & receive physical mail & faxes for commercial accounts.
• Maintain all client activity in agency management system and document management system, run suspense lists, follow procedures, and work through download reports.
• Assist in New Business workflow.
• Receive change requests for endorsements and issue all on-demand certificates.
• Perform other related duties as assigned.

Required skills/abilities:

• Familiar in a variety of computer software applications including Microsoft Office products (Word, Excel, Outlook, PowerPoint), agency & document managing system.

Education and experience requirements:

• Education requirement: High school diploma or equivalent (GED) is required. College degree is preferred, not necessary.
• Experience: At least two (2) years' experience in similar position is desirable.

Working conditions/physical demands:

Work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is not exposed to weather conditions. The noise level in the work environment is usually moderate.

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop; kneel, crouch or crawl; talk or hear; taste or smell. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.