Job Summary:

Coordinate implementationof new CPI/Real Estate/Flood accounts and program changes for existing accounts and other related program implementations.

Essential Functions:

Coordinate the implementation of CPI/Real Estate/Flood accounts in various phases within specified timeframes through the following activities:

·        Plan and lead introductory phone calls to new and existing accounts after sale complete.

·        Coordinate completion of New Account Paperwork with Account Managers and Sales Reps prior to each Errors & Omissions date, ensuring company standards are met.

·        Complete Account Change Requests (ACRs) for program changes through the implementation time period.

·        Set up and maintain implementation spreadsheets for each new account. 

·        Coordinate weekly implementation meetings to provide implementation team with account status and outstanding items. 

·        Act as liaison between all involved parties throughout the entire implementation process by following through on all incoming and outgoing implementation items using oral and written communication with internal and external customers.

·        Complete a audit review (data analysis) for each new account and provide applicable reports and materials to Account Managers to review with account contacts.

·        Monitor notice and binder production until audit premium is collected.  Recommend program changes to implementation team if responses are not within guidelines.

·        Develop proposal materials for Real Estate and Flood.

·        Monitor and analyze premium production and collection including development of management reports and graphs.

·        Issue and log Real Estate daily refunds.

·        Administer policy placement and refund of forced placed flood policies.

·        Initiated and process Real Estate and Flood claims through various carriers.

·        Coordinate annual renewal process for Blanket Real Estate and Flood programs.

·        .

Additional Responsibilities:

·        Meet with New/Prospective Clients to discuss the Implementation Process

·        Will be required to provide information to managers, co-workers, and subordinates by telephone, in written form, e-mail, or in person

·        Interact and provide training  to all levels of internal and external staff and management

·        Compile and publish Implementation statistical reports (Time to Convert, Quality of Service, etc.)

·        Able to demonstrate a high level of service delivery, do what is necessary to ensure customer satisfaction, deal with service failures, and prioritize customer needs

Education and Qualifications:

·        Minimum of a college degree or three years work related experience, preferably in the insurance industry

·        Intermediate knowledge of Microsoft Office products or equivalent programs.

·        Must have good communication and customer service skills, particularly by phone and written correspondence to deal with internal and external customers

·        Must be organized and have strong attention for detail

·        Ability to be flexible with hours and work overtime as necessary

·        Mathematics, typing and 10-key skills