Risk Strategies Company · 2 months ago
Account Coordinator (Veterinary-Focused)
United States
Full-time
Remote
New Grad, Entry Level
$15.48/hr - $20.63/hrRisk Strategies Company is a leading insurance wholesaler and program manager, and they are seeking an Account Coordinator focused on veterinary insurance. The role involves reviewing submissions for insurance risks, facilitating communication between sales teams and carriers, and negotiating coverage and pricing.
ConsultingFinanceFinancial ServicesInsuranceInsurTech
Responsibilities
Review submissions for insurance and request any additional information needed; determine which markets to refer submissions per current carrier appetites and guidelines
Facilitate the underwriting process with sales and carrier/wholesaler including:
Soliciting information from the sales team requested by the carrier/wholesaler to provide terms
Communicating with the carrier regarding coverage questions
Revising terms (i.e., lower premium/additional coverage options or limits) as requested
Review bind requests to ensure all subjectivities have been met prior to sending information to the carrier/wholesaler to bind coverage on requested effective date
Edit quotes sent by the carriers prior to sharing with the sales team to instruct sales team on what subjectivities are needed and the process to bind coverage with proper documentation, per state compliance regulations
Issue policies on direct bill accounts and refer binders/policies to the sales team upon receipt
Provide post-issue service to existing policies by requesting premium bearing endorsements and reviewing contracts for policy compliance
Follow up with the sales team on outstanding information needed for requests and quotes; follow up with carriers/wholesalers on pending submissions
Process money, ensuring that the correct amount is corrected from the customer and paid out to the carrier
Provide insight to the sales and retention teams of viable options for market placement and system usage
Continuous knowledge development of products and the marketplace via attending carrier meetings and reading industry publications
Providing training and assistance with systems and coverages to the sales team
Qualification
Required
Bachelor's degree in business management, marketing, or a related field
Previous insurance sales, underwriting, or customer service experience, preferably within the insurance industry
Strong interpersonal skills with a proven ability to interface effectively at all levels within an organization
Property and Casualty insurance license (or ability to obtain) is required
Preferred
Industry designations (i.e., CPCU, RPLU, ARM, AIC, CLCS, etc.) are desired
Experience in the veterinary industry preferred
Company
Risk Strategies Company
RSC is an insurance brokerage firm that offers employee benefits, consulting, financial, and wealth management solutions. It is a sub-organization of Accession Risk Management Group.
Founded in 1997
5001-10000 employees
H1B Sponsorship
Risk Strategies Company has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2024 (4)
2023 (4)
2022 (3)
2021 (3)
2020 (1)
Funding
Current Stage
Late StageTotal Funding
unknown2015-10-07Acquired
Leadership Team
Jeff M. Clinkscales
SVP, West Region Private Client Leader
Lawrence Hartley
Senior Vice President
Recent News
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