Job Summary: Responsible to provide high-level operational and account support requiring the exercise of discretion and independent judgment  to an account management team for an assigned book of business; independently evaluates and prioritizes account needs, collaborates with sales and service staff by account, interfaces with clients and carriers, analyzes and resolves policy and administrative issues, maintains records, and performs related business operations functions..

A Day in The Life:

• Provides operational support involving independent judgment as required for one to four assigned Client Managers, Client Executives, and/or Sales Executives; prioritizes and manages competing requests based on business needs and responds to all requests in a timely and collaborative manner.
• Reviews, evaluates, and determines appropriate handling of client change requests for adjustments in coverage, which may include adds/deletes and other amendments to the policy; manages the process end-to-end, including issue identification and resolution,, managing high volume transactions in accordance with practice standards for accuracy and timeliness  
• Processes and submits to the appropriate carrier(s) client change requests for adjustments in coverage, which may include adds/deletes and other amendments to the policy; follows-up to obtain receipt, managing high volume transactions in accordance with practice standards for accuracy and timeliness  
• Oversees and validates the intake of all client renewals and policy transactions from carriers on a daily basis for assigned clients; ensures the integrity and accuracy of all data received, identifies discrepancies, determines appropriate corrective actions, and amends any suspense items in a timely manner.
• Processes the download of all client renewals and policy transactions from carriers on a daily basis for assigned clients; ensures the integrity and accuracy of all data received, troubleshooting and amending any suspense items in a timely manner.
• Reviews and fulfills requests for Evidence of Insurance and Auto ID Cards as specified by Client Manager within 24 hours of receipt of request exercising judgment to confirm completeness and compliance.
• Processes requests for Evidence of Insurance and Auto ID Cards as specified by Client Manager within 24 hours of receipt of request.
• Coordinates and manages renewal workflows, determining appropriate timing and approach for renewal processing; updates agency management system with accurate policy coverage details, premiums and commissions.
• Supports client stewardship initiatives; analyzes client data and prepares materials that support account strategy and client decision-making, including Summaries of Insurance and/or more thorough Stewardship Reports as directed by management.  
• Processes automatic and manually issued renewals 30 days prior to expiration date or as soon as they become available from the carrier; updates agency management system with accurate policy coverage details, premiums and commissions.
• Supports client stewardship initiatives; performs document creation and data extraction activities for Summaries of Insurance and/or more thorough Stewardship Reports as directed by management.  
• Performs tasks supporting the management and administration  of books of business; independently prioritizes and executes assigned responsibilities, including but not limited to system data entry (Vision), managing expiration lists, preparing new and renewal policies for client delivery, and assisting with various reports/proposals while exercising judgment on timing and completeness.
• Ensures client and policy data information in the agency management system is maintained and independently reviews for accuracy, completeness, and compliance with agency standards.
• Supports overall team effectiveness through timely completion/communication of assigned tasks and by sharing expertise/cross training where possible.
• Performs tasks specific to assisting the Client Managers and Sales Executives in the management of their books of business; this includes but is not limited to system data entry (Vision), managing expiration lists, preparing new and renewal policies for client delivery, and assisting with various reports/proposals as directed.
• Ensures client and policy data information in the agency management system is maintained and in compliance with agency standards.
• Supports overall team effectiveness through timely completion/communication of assigned tasks and by sharing expertise/cross training where possible.
• Performs duties in a manner consistent with Oswald Companies Professional Standards including all E&O procedures and applies judgment in documenting and handling administrative events in the agency management system.
• Assists or completes other tasks that require the application of independent judgment and support operational business needs as determined by management..
• Maintains knowledge of all carriers and applies that knowledge to address issues, respond to inquiries, and support business decision-making when serving as a “back-up” when necessary.

Screens, prioritizes, and routes incoming communications based on business relevance and urgency.

• Performs duties in a manner consistent with Oswald Companies Professional Standards including all E&O procedures and documents all administrative events in the agency management system.

Carrier/Market Security:

• Leads and coordinates carrier contract submissions, including reviewing requirements, identifying issues, and determining appropriate documentation; collaborates with Legal and IT and exercises judgment in resolving revisions and coordinating with carriers. Maintains Carrier and Sub-Broker lists on intranet.
• Supplies license, E&O and W-9 updates to carriers as requested.
• Updates/maintains entity and appointee information with carriers as requested
• Add new carriers into AMS360 for business use as needed; completes updates to carrier address information when needed.
• Coordinates new Sub-broker Agreements by gaining proper signatures and ensuring correct supporting documentation is provided by Sub-broker.  Once completed, new Sub-brokers are also added into AMS.
• Monitors A.M. BEST Ratings and evaluates changes; prepares and distributes monthly summaries highlighting material impacts to business units.
• Develops, monitors, and manages budget for carrier appointment fees including tracking variances and supporting business decision-making.

Licensing:

• Responsible for maintaining files of resident licenses; sends out renewal reminders each month.
• Manages licensing processes using third-party systems, including evaluating requirements and independently handling new requests and renewals. Serves as URA licensing team backup for other platform companies.
• Maintains Ohio affiliation listing on Ohio website.
• Independently manages and submits required filings for eligible licensees and entities ensuring compliance with regulatory requirements. Develops and manages budgets for Oswald licensing fees including tracking, forecasting, and variance analysis.

Surplus Lines:

• Oversees and independently manages surplus lines processes, including determining filing requirements, ensuring compliance with state regulations, and coordinating tax payments..
• Completes surplus lines business filings with the states as well as completing regular monthly, quarterly, semi-annual and annual reporting to each state as required. 
• Requests payment of surplus taxes by electronic payments or mailing live checks as required by each individual state.
• Attends URA Surplus Lines Working Group Meetings.
• Serves as Surplus Lines backup for other URA platform companies for business continuity purposes.

What You’ll Need:

Associate degree in Business Administration from a two-year college or technical school, one to three years related experience or the equivalent combination of education and experience and demonstrated ability to perform work requiring the exercise of discretion and independent judgment in a business operations environment.

Prior Experience Specifically Required

Prior administrative support experience preferred

Who You Are:

The specific personal traits required to accomplish the essential duties of this job successfully include: 

• Energetic and desire to learn new skills
• Strong organizational  skills with ability to transition quickly from one activity to another
• Ability to problem solve, think logically and work independently
• Ability to consistently demonstrate a positive attitude
• Works well under pressure and meets established deadlines
• Good verbal and written skills
• Capable interpersonal skills with a collaborative approach
• Ability to manage time-sensitive projects and tasks