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Administative Coordinator, Private Client

Company: Edgewood Partners Insurance Center
Location: Melville
Posted on: May 16, 2022

Job Description:

Title: Private Client Administrative Coordinator
Location: The position is based in Westhampton, NY but remote applicants in the Northeast are welcome to apply
Department: Private Client
This position assists the national Personal & Private Client team in updating and maintaining carrier logins and producer codes, working with the EPIC contracting team on new and updated contracts, coordinating meetings & events including presentations and additional special projects as needed.
Primary responsibilities of the position:


  • Updating and maintaining carrier logins for employees, adding and deleting employees as needed.
  • Updating and maintaining producer codes for each division & region as needed including maintaining a master spreadsheet of carrier codes & contact information.
  • Integrating new acquisitions including carrier notifications, name & address changes, etc.
  • Working with EPIC Legal and Finance as needed to coordinate carrier relationships and contracts.
  • Supporting event scheduling and preparation including presentation preparation.
  • Supporting the Group Excess Liability team in the renewal process which includes payment tracking and working with the accounting team.
  • Complying with all internal procedures and practices while demonstrating the ability to meet service performance and quality standards.
  • Contributing to a team effort by accomplishing related results as needed.

    Skills & Requirements:

    • Some insurance agency experience preferred but not required
    • Knowledge of IT systems and ability to navigate carrier websites with ease
    • Ability to manage multiple priorities
    • Excellent phone and interpersonal skills
    • Strong oral and written communication skills
    • Ability to work independently, as well as in a team environment
    • Proficient in all Microsoft Office products, especially Excel
    • Travel between offices for educational or other mandatory meetings is occasionally required
    • Must be able to meet strict deadlines and remain organized
    • Meet with carrier contacts as needed

      Educational requirement:

      • College degree preferred

        WHY JOIN US?

        • 15th Largest Broker in US
        • Voted " Best Place to Work" in the Insurance Industry
        • Awesome Benefits: 401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellness Programs, Employee Award Programs (Trips!).

          EPIC embraces diversity in all its various forms-whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. An Equal Opportunity/Affirmative Action Employer.
          #LI-TM1

Keywords: Edgewood Partners Insurance Center, New Haven , Administative Coordinator, Private Client, Other , Melville, Connecticut

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