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Form of workWhy Choose Haas & Wilkerson?
Being family owned, we understand what's most important: family. Supporting our team members and their families is at the forefront of our culture. We know the importance of great pay and benefits, but we also recognize the power in having a dynamic and diverse culture – and cultivating an environment that is encouraging, fun, and empowering. Our team members enjoy:
Being family owned, we understand what's most important: family. Supporting our team members and their families is at the forefront of our culture. We know the importance of great pay and benefits, but we also recognize the power in having a dynamic and diverse culture – and cultivating an environment that is encouraging, fun, and empowering. Our team members enjoy:
- Affordable health insurance with your choice of 3 plans.
- Generous 401(k) Agency match of 6% of your compensation.
- Hybrid work program.
- Casual dress attire everyday.
- Paid maternity/paternity leave.
- Excellent PTO program that rewards your years of service, with up to 5 weeks off per year.
- Flexible schedules to help support your family.
- Competitive pay with annual salary increases.
- Ten paid holidays a year, including your birthday.
- Special bonuses for milestone anniversaries, holidays, and referrals.
- Opportunities to give back to the community through various giving and volunteer campaigns.
- Financial support for professional designations, certifications and other continuing education programs.
- Engaged and experienced leadership team who is invested in you as an insurance professional and individual.
Position Summary
We are currently seeking an Account Administrator to join our Surety team. This role is an excellent entry-level opportunity for an administrative professional who has a high attention to detail, great organization skills and wants to learn more about the insurance and surety industry. The Account Administrator supports effective client relationships by providing exceptional assistance to our internal service teams with a focus on client experience.
This role performs several administrative functions that assist with the implementation, service and retention of Surety products for an assigned group of clients. Additionally, this position provides general support for an insurance trust administered by Haas & Wilkerson. The Account Administrator is a vital part of the team and assists in all aspects of the day-to-day servicing of clients.
Primary Responsibilities:
- Responsible for setting up new or processing renewal bonds and administering invoices.
- Complete database tasks related to the account renewal process and policy maintenance.
- Process non-renewals of bonds as necessary.
- Coordinate administrative responsibilities of the business unit, such as handling mail, client correspondence, and following up on and/or keeping activities current.
- Escalate client issues or concerns to the Surety Unit Leader when appropriate.
- Coordinate client renewals for trust, including gathering information from client, updating our internal database and delivering quotes.
- Process all renewals for trust, including updates to policies and certificate issuance.
- Coordinate set up of all new trust clients including organizing documentation and filing appropriate documentations with applicable parties.
- Ensure high quality work is produced with a dedication to accuracy, attention to detail, and data integrity.
- Provide professional and courteous customer service; during regular business hours, all communications (emails, voicemails, etc.) from either an internal team member or external contact should be returned within 24 hours.
- Digitally maintain documentation of all activities utilizing the agency management system according to company policy and procedure.
Requirements
A High School diploma or GED is required, some college coursework is desirable. Candidates must have at least two (2) years of experience working in an administrative or customer service role within a professional office environment. Previous experience working for an insurance agency or carrier is valued.
Candidates are required to have excellent customer service skills with the ability to meet time-sensitive deadlines. This position requires a high degree of accuracy and attention to detail as well as excellent verbal, written and interpersonal communication skills. Proficiency with Microsoft Office programs and strong computer literacy for email, data entry and internet navigation are required. Experience using an agency management system is valued.
About Us
Haas & Wilkerson Insurance is a family-owned, independent insurance brokerage based in Kansas City. We provide insurance solutions to organizations throughout North America and have been doing business locally and nationally since 1939. Many know us for our specialty and niche insurance products, such as insurance for amusements, fairs, festivals, carnivals, rodeos, waterparks and indoor trampoline parks. We also offer expertise in standard commercial insurance and personal insurance. Haas & Wilkerson Insurance support services include risk management, third-party administration, claims and loss control services.
Our consultative approach allows us to be a trusted advisor and to tailor insurance solutions that are appropriate and cost-effective. We seek growth in every aspect of our business. This means growing an energizing, winning culture. We start with finding and retaining the right people – the people that share our values and aspirations. We are passionate about our clients, our community and our team. Are you looking for a new opportunity? Apply today and join our team!
Haas & Wilkerson Insurance is proud to be an equal opportunity employer that values the impact of diversity upon its clients, services and workplace. Our selection process is designed to provide an equal employment opportunity for all without regard to race, color, sex, religion, national origin, disability, veteran status, age, sexual orientation, marital status or status in any other protected group, and to identify the candidate who we conclude best fits our needs.
