Cottingham & Butler · 4 months ago
Client Coordinator
Dubuque, Iowa, United States
Full-time
Onsite
New Grad, Entry LevelCottingham and Butler is looking to add a Client Coordinator to their team in Dubuque, IA. The Client Coordinator will work directly with the Account Management team to provide services for new and existing accounts, ensuring top-tier service delivery.
Financial ServicesInsurance
Responsibilities
Maintains policy and coverage files, both physical and electronic copy
Orders, checks, and invoices new and renewal policies
Manages expiration lists and assists with preparation of submissions
Responds to inquiries from clients and markets, and handling routine matters related to coverages, exposures, rates, policy changes and billing
Shared responsibility for the placement of commercial lines accounts
Prepares marketing submissions and proposals
Acts as primary point of contact and reviewer of Account Service Representative work
Shared responsibility for the binding (new and renewal) checklists
Acts as the primary backup for assigned SAM and AM
Qualification
Required
Maintains policy and coverage files, both physical and electronic copy
Orders, checks, and invoices new and renewal policies
Manages expiration lists and assists with preparation of submissions
Responds to inquiries from clients and markets, and handling routine matters related to coverages, exposures, rates, policy changes and billing
Shared responsibility for the placement of commercial lines accounts
Prepares marketing submissions and proposals
Acts as primary point of contact and reviewer of Account Service Representative work
Shared responsibility for the binding (new and renewal) checklists
Acts as the primary backup for assigned SAM and AM
Detail oriented and have the ability to multi-task
Strong analytical/problem solving skills
Great communication and interpersonal skills
A team player with a professional attitude and integrity
Preferred
Prior office setting and insurance experience is preferred
Benefits
Medical, Dental, Vision Insurance
Flex Spending or HSA
401(k) with company match
Profit-Sharing/Defined Contribution (1-year waiting period)
PTO/Paid Holidays
Company-paid ST and LT Disability
Maternity Leave/Parental Leave
Subsidized Parking
Company-paid Term Life/Accidental Death Insurance
Company
Cottingham & Butler
Cottingham & Butler is the 35th largest insurance broker in the US.
Founded in 1987
1001-5000 employees
Funding
Current Stage
Late StageCompany data provided by crunchbase