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Client Coordinator - Agribusiness Insurance

NACBA

Client Coordinator - Agribusiness Insurance As a Client Coordinator on the Agribusiness team, you will manage the day-to-day operations for a portfolio of agricultural insurance clients. Your responsibilities include preparing renewal packets, managing loss runs, creating premium and loss summaries, issuing certificates, handling claims notifications, and supporting EPIC-related functions for client managers. Key Responsibilities Creating renewal packets Requesting loss runs Creating premium and loss summaries Creating renewal certificate holder lists Issuing auto ID cards Updating certificate templates Handling BPRC activities Mailing policies Setting up proposal templates Handling all endorsement activity, including change requests, follow‑up, checking (direct bill) and delivery to the client (direct bill) Following up with clients regarding driver and equipment lists Claims notification and follow‑up Handling livestock auction claims for the Canopius program Managing assigned livestock‑only book of business Assisting in preparing marketing submissions Issuing certificates based on existing templates Handling monthly stock reports Assisting Client Managers with EPIC related functions: Setting up Master Marketing submissions Adding BR‑M Activity for each expiring policy as needed Creating Auto, Driver and Equipment Excel workbooks Moving Marketed policies to Current policies Downloading policies and sending them to Patra for checking Qualifications Reading, writing, and mathematical skills typically acquired through a high school diploma Ability to obtain applicable resident and non‑resident agency/broker license within 3 months of hire and comply with continuing education requirements Preference for experience working with bonds Strong team‑environment skills with ability to work independently or as part of a group Demonstrated analytical, problem‑solving, and decision‑making skills with acute attention to detail Strong computer skills and proficiency in Microsoft Office Word, Excel and Outlook Effective verbal, written, and interpersonal skills with the ability to communicate focused information at all levels of client organizations, the agency, insurance carriers, and third‑party brokers Strong aptitude for flexibility and multi‑tasking with the ability to perform under pressure in a fast‑paced environment Desire to grow knowledge within the position and advance into increasingly integral roles within the department Benefits Generous time off, including personal and volunteering days Tuition reimbursement and professional development opportunities Charitable contribution match programs Stock purchase opportunities Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. #J-18808-Ljbffr NACBA

Vacancy posted 1 day ago
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