Description - External
Wrap-Up Coordinator Duties:
- Receives and responds to routine client and subcontractor inquiries, maintains documentation of communications, existing issues, and issue resolutions, referring complex inquiries to more senior staff
- Responsible for the enrollment of sponsors and subcontractors into Lockton's CIP software program.
- Calculate and validate accuracy of enrollment forms; send copies of estimated deducts to sponsor and subcontractors.
- Responsible for entering gathered data from sponsor and subcontractors into the CIP software system. Coordinator will be responsible for notifying insurance carriers of subcontractor's enrollment and follow up of carrier issued policies.
- Collect and confirm subcontractor payroll and man-hour tracking information with subsequent data entry into the software system.
- Responsible for collection of subcontractor certificate of insurance and monitoring for accuracy and expiration of certificates with subsequent data entry into the software system.
- Verify accuracy and distribution of weekly enrollment reports to project management team.
- Other related duties as required and assigned.
Insurance Compliance Coordinator Duties:
- Examine certificates of insurance for completeness, deficiencies, and conformance to clients' requirements.
- Follow up with insurance agents/brokers to verify policy coverage and cancellations.
- Interface with clients to obtain policy verification, approvals and other inquiries about compliance matters.
- Follow established review process.
- Become proficient in the company certificate of insurance software.
- Process insurance documents into company software with accuracy and timeliness.
- Run reports and compliance metrics for clients.
- Ability to comprehend insurance policies, cancellations, reinstatements, endorsements, and other insurance related documents.
- Other related duties as required and assigned.
#LI-RB2
Requirements:
Qualifications - External
- Associate degree in Business or related field; or equivalent combination of education and experience.
- 1-2 years insurance experience desired.
- Working knowledge of Microsoft Word, Excel, Outlook, and Powerpoint.
- Strong organizational and time management skills.
- Strong written, verbal and interpersonal communication skills required.
- Ability to efficiently organize work and manage time in order to meet deadlines.
- Ability to attend company, department, and team meetings as required, including industry training sessions
- Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information
- Ability to work on a computer for a prolonged amount of time.
- Willingness and ability to expand knowledge and effectiveness in the commercial insurance industry by successful completion on extended classes and workshops related to insurance.
- Ability for occasional overnight travel.