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LAMMICO · 1 month ago

Business Development and Agency Coordinator

Metairie, LA

Full-time

Onsite

New Grad, Entry Level

$48K/yr - $62K/yr

Lammico is a company focused on business development and insurance services, seeking a Business Development and Agency Coordinator. The role involves providing administrative support to the Business Development Department and Agency, managing accounting functions, coordinating events, and maintaining client relationships.

Health InsuranceInsuranceMedical

Comp. & Benefits

Responsibilities

Works in a cooperative manner with management, coworkers, customers, and vendors; seeks to support LAMMICO’s mission and vision in daily operations

Interacts courteously and professionally with all Elatas Risk Partners/LAMMICO employees, policyholders, and outside vendors; seeks to support ERP’s mission and vision in daily operations

Meets assigned target dates and objectives; helps ensure that department quality, service, and productivity standards are met

Responsible for accounting functions in agency workflow including: UNUM deposits and commission statements, IPFS funding reports and deposits

Assists in the issuance of Agency policies in accordance with agency quality standards as directed by the Customer Relations Specialist and Agency Management Specialist

Distributes and files assigned Agency incoming mail and correspondence

Manage and renew LAMMICO’s/ Elatas’ licenses/appointments with multiple states

Generates and maintains prospect/client proposals developed by the Agency Management Specialist

Prepares new business/renewal policies

Handles COI’s relating to ERP clients

Maintain Agency AMS database(updates), form letters, client and agency files

Assists Vice President of Business Development and Sales and Senior Marketing Analyst with a variety of tasks, including data entry of annual budget numbers

Assists the Senior Marketing Analyst with the Business Development Department budget throughout the year; reconciles quarterly Business Development Department budget with Finance’s quarterly actual expenses

Coordinates Business Development Department events with external/internal audiences including the state, parish and specialty medical societies, the state Medical Managers Associations, and our independent agents, including the Agents Advisory Council and training meetings

Responsible for contacting and scheduling attendance for the Business Development staff at conventions and meetings, including completion of required paperwork, payments and other necessary logistics

Coordinates Business Development Department workshops, educational seminar registrations, travel arrangements, and maintains master calendar of all departmental events and appointments for staff

Tracks and assists Vice President of Business Development and Sales with updating of association agreements and handles distribution of funds

Obtains current medical society/association corporate mailing lists each year and updates as necessary for Business Development Department mailings

Responsible each month to verify and identify insureds on the Association Membership lists that are due to renew their policy with LAMMICO for the following month

Coordinates scheduling and logistics for Regional Advisory Panel (RAP) meetings and ensures that information is disseminated properly

Serves as ImageRight Coordinator for the department by maintaining files through ImageRight for specific department information

Responsible for making certain that Business Development documents are scanned and stored into the ImageRight system/department network drive

Responsible for; maintaining Producer Portal registration forms and contacts, communicating with both the Underwriting and IT Departments concerning the addition of products, resolving any discrepancies concerning the website registration and completed forms

Responsible for ordering and maintaining promotional items that are used at business development conferences and events as well as ordering departmental supplies

Responsible for entering new business applicants into Sales Force

Represents the Agency and the Marketing department at business functions as needed

Responds to telephone inquiries related to ERP’s products and/or services

Markets quotes/renewals to insurance carriers and brokers

Agency accounting; assists LAMMICO Finance department in reconciling accounts

Works with accounting agency specialist on the processing of Agency’s operating and trust cash receipts and disbursements including coding, preparing checks, issuing, mailing and maintaining the vendor files in AMS

Nurtures and maintains relationship with insurance carriers/brokers; assures files and contracts are properly maintained

Serves as a consultant/agent to the CFO for LAMMICO’s insurance policies

Coordinates and manages the screenings and appointments for any new LAMMICO agent

Other responsibilities and special projects as assigned

Assists Business Development Department staff by fielding phone calls

Assists Insurance Operations Support Manager with backup support in all Operations Departments as needed

Serves as the Business Development Department’s representative on the company Switchboard Team, covering the receptionist’s desk as needed

Qualification

Active P&C licenseBookkeeping experienceMicrosoft Office proficiencyInsurance industry experienceTeam orientationCustomer focusCommunication skillsTime managementConfidentiality handling

Required

Active P&C license, or in the process of obtaining; license must be obtained within 60 days from date of hire

High school diploma

Bookkeeping or administrative experience

Strong customer focus and team orientation

Ability to appropriately handle confidential and sensitive company information

Excellent written and oral communication skills with the ability to interact and work effectively with employees at all levels within the organization

Ability to manage time, set priorities and work independently

Proficiency in the use of Microsoft Office Programs