Assistant Account Manager-Commercial Insurance

YOUR STRATEGIC PARTNER

Chivaroli & Associates seeks to be the strategic partner to our healthcare clients in the attainment of their risk management objectives and financial goals. With all of our resources dedicated to the healthcare industry, we understand our clients operations, financial goals and objectives from health systems to individual practitioners.

Our corporate philosophy is built upon a passion of offering superior customer service. With around-the-clock accessibility to senior leaders and a drive to exceed our clients’ expectations, starting and maintaining a relationship with our firm will give you an advantage over your competitors.

Job Title: Assistant Account Manager

Job Summary:

Responsible for servicing a designated group of clients in tandem with the Account Managers through providing exceptional and innovative customer service and facilitating relationships between our firm, insurance carrier representatives and clients in accordance with the practices, policies and procedures of the Company. Depending on the book of business that the employee is assigned to service, an Assistant Account Manager could work with a Technical Assistant and/or Account Administrator, delegating various tasks as needed.

Primary Responsibilities and Duties:

• Assist with day to day servicing of assigned commercial book of business adhering to company standards including but not limited to:
  • Perform various technical and administrative duties to include but not limited to faxing, filing, copying, editing, formatting, and creating insurance related documentation to be presented to insurance carriers, clients, and prospects, binding documents and proposals, review contracts and documents in conjunction with processing insurance certificates and corresponding via email and telephone with clients and carriers.
  • Prepare, review and present various documentation for approval, including Certificates of Insurance, loss history requests, coverage inquiries, Bind Orders to carriers, Confirmations of Coverage, and Summaries of Coverage and other communications associated with the day-to-day servicing of an account.
  • Assist in the renewal process for new and existing accounts
  • Once coverage is bound, prepare Confirmation of Coverage, follow up with carrier(s) for invoices/binders and prepare (ARF) for remittance to client(s).
• Diary for follow-up with companies for policy issuance and, in the event of multiple lines of like coverage, forward underlying policy copies to respective layers above.

Chivaroli & Associates, Inc. embraces a philosophy that recognizes and values diversity. Our goal is to attract, develop, retain and promote a talented and diverse workforce in a culture where all employees will contribute to their fullest potential.

• Create and maintain database and spreadsheet files.
• Attend meetings with clients and insurance carrier representatives as required.
• Maintain and build relationships with clients and insurance carrier representatives.
• Prepare, organize, and manage a timely and accurate task or suspense system that is viewable by supervisor(s)
• Occasionally supervise delegate responsibilities to at least one subordinate (Technical Assistant or Account Administrator).
• Provide support, guidance and training to other members of the Client Services Team as needed
• Monitor performance to ensure productivity, efficiency, quality, and service standards are met, recommending corrective actions to operations management staff when appropriate
• Build a foundation of knowledge regarding the insurance industry in general, the specific coverage lines offered by the company, as well as, the company’s traditional business practices and procedures
• Perform certain overlapping duties associated with the Account Administrator and Technical Assistant position as needed
• Perform other duties and projects as assigned by Management, President or other Senior team members.

Work Environment:

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, cell phones, photocopiers, filing cabinets and fax machines.

Position Type/Expected Hours of Work

Full Time Position – 40 hour work week. Occasional overtime is required.

Chivaroli & Associates, Inc. embraces a philosophy that recognizes and values diversity. Our goal is to attract, develop, retain and promote a talented and diverse workforce in a culture where all employees will contribute to their fullest potential.

Physical Demands: 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 position, the employee is regularly required to sit, talk, hear, observe, type, see, use hands to finger, handle, or feel; bend or stoop; reach with hands and arms. The employee is frequently required to walk.

• Work occasionally requires heavy physical exertion and may include lifting up to 25 pounds.

 We are an Equal Opportunity Employer and Prohibit Discrimination and Harassment of Any Kind: We are committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions are based on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. We will not tolerate discrimination or harassment based on any of these characteristics. 

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