Account Coordinator Job at Keenan, San Jose, CA

Q3Qwa3Z3Qzgzc0JPc0g2UzhoNnhHRG5yRlE9PQ==
  • Keenan
  • San Jose, CA

Job Description

Keenan, an Accretive company, is an insurance brokerage and consulting firm meeting the insurance needs of hospitals, public entities and California school districts. Keenan specializes in providing consulting services in the areas of: employee benefits, workers' compensation, loss control, financial, and property & liability.

This is a hybrid position based out of our San Jose, CA office.

Overview

Provide client administrative services to assigned Property & Casualty book of business as well support to Account Executive, Team Leader/Senior Account Manager, Account Manager and Risk Management Analyst.

What You'll Do

P&C Client Service Responsibilities:

  • Process certificates of insurance.
  • Provide Auto ID cards.
  • Produce Endorsements.
  • Manage renewal questionnaires.
  • Collect client payroll and employee data.
  • Facilitate stand-alone policy renewals.
  • Issue and manage coverage invoices.
  • Maintain program database and provide customer support for online resource center and Learning Management Systems (Salesforce, P&C Bridge, KSS/KSC/KSP).
  • Create and print Power Point presentations, spreadsheets, documents, etc.
  • Prepare annual program summary materials.
  • Attend client meetings, as assigned.
  • Maintain client relations.

JPA Administration Responsibilities:

  • Coordinate JPA meeting process (preparation and distribution of agendas and minutes.
  • Verify JPA meeting quorums.
  • Maintain JPA calendar, policies, contracts and websites if applicable.
  • Prepare, distribute and maintain JPA documents.
  • Form 700 and Secretary of State Filings.

Administrative Support:

  • Coordinate virtual meetings, conference and travel arrangements, client dinners and/or meetings.
  • Process expense reports for the department.
  • Provide Receptionist coverage (as assigned depending upon branch office).
  • Enter Face Calls into SalesForce.
  • Other duties as assigned.

What You'll Need

  • Minimum of two (2) years administrative experience.
  • Active Property & Casualty License preferred (if not licensed must secure within one (1) year from date of hire).
  • Excellent written and verbal communication skills.
  • Must be organized and detail oriented.
  • Proficient in Microsoft Outlook, Excel, PowerPoint and Word. Adept at accessing business data from the Internet when required.

What's in it For You?

To help you make the best decision for your personal growth, it’s important to us to share a glimpse of what we offer our top asset, our people:

  • Competitive base salary.
  • Generous 30+ Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days.
  • Health benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options.
  • Company match 401(k) plan – 50% up to 6%!
  • Support of your fitness wellness goals! We offer up to 75% off at over 11,000 gyms and fitness centers.
  • Opportunity to prioritize your mental health with 24/7 access to licensed therapists.
  • Pet benefits & discounts.
  • Access to our Employee-led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout our company.

Compensation:

The target salary range for this position is $50,000.00 - $65,000.00 (US Dollar) annually. The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant’s geographic location. Hybrid work environment flexibility.

Grow, with us

Accretive is a collection of elite specialty and wholesale agencies supported by experienced industry leaders. Our expertise is broad, and our innovative culture runs deep. We value relationships above all else and consistently deliver best in class customized solutions and service you can trust.

Accretive is passionate about fueling our clients’ innovation and growth. That makes us the perfect place for creative, dynamic people who want to grow their career while helping businesses, families and people thrive. We are proud to be one of the largest brokers in the country, but we’re even prouder of the honest, caring relationships that our employees build with our clients every day.

Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us. Accretive is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. Accretive is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger!

Job Tags

Holiday work, Remote job, Work alone,

Similar Jobs

LVI Associates

VDC Manager Job at LVI Associates

 ...BIM Coordinator Shape the Future of Construction Are you ready to take your BIM expertise to new heights? Join a prestigious mechanical contractor in Raleigh, renowned for innovative projects within pharmaceutical and higher education sectors. This is a unique opportunity... 

SF Research Institute

Clinical Research Coordinator Job at SF Research Institute

Clinical Research Coordinator Overview As a Clinical Research Coordinator, you will lead the study team and be responsible for the execution of complex clinical trials from study design through study close out. You will be responsible for business and financial management...

Forhyre

Travel Nurse - Surgical Tech Job at Forhyre

 ...Job Title: Travel Nurse - Surgical Tech Location: Bakersfield, California Department/Unit: Surgical Services Shift: Day Shift Number of Weeks: 13 Salary: $30 - $45 per hour Job Description: EliteCare Medical Staffing is seeking a qualified... 

PM2CM

Senior Business Analyst Job at PM2CM

 ...Interface with Los Angeles County for tax rate and assessed valuations. Perform any bond related task requested by Vice Chancellor...  ...system. Strong familiarity with Microsoft Office and other business computer programs. Effective communication and problem... 

Samaritan Medical Center

Director of Nursing ( Maternity and Med Surg) Job at Samaritan Medical Center

 ...Managers of Mother/Baby and Pediatrics, Labor and Delivery and Special Care Nursery, 4 Pavilion, and 5 Pratt. Responsible for overall...  ...Organizations mission and vision. Collaborates Maternity, pediatrics, and adult medical leadership to assure quality evidenced based care is...