Carrier Relations Project Coordinator
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Job Description
Carrier Relations Project Coordinator supporting insurance carrier approvals, contracts, and market workflows. Maintaining SharePoint databases, directories, procedures, and producer-code tracking remotely.
Responsibilities:
- Provide project support to the Carrier Relations team and maintain the SharePoint database
- Handle confidential and sensitive information related to agency, producers, and staff activities
- Support review and administration of the carrier requests workflow on SharePoint
- Process, review, and assign new market requests via AlliantNet and the New Market Request Form
- Coordinate approvals and assign approved markets to the Helpdesk for AMS setup
- Oversee and maintain the Carrier Approval Directory
- Assist with M&A book review and company vetting using A.M. Best ratings, market approval verification, and Epic lookups
- Facilitate contract reviews between Business, Carrier Relations, and Legal teams
- Process and track contract redlines and finalize contracts for execution
- Build, coordinate, and rebrand SharePoint datasheets for Carrier Relations needs and acquired companies or Leveraged Hires
- Maintain Producer Code tracking for new and existing office locations on SharePoint
- Maintain Carrier Relations procedures documentation and provide workflow improvement insights
- Use Epic to identify appropriate Producer/Account Manager for carrier correspondence
- Use Epic to verify active Alliant markets and existing carrier codes
- Perform other duties as assigned
Requirements:
- Associate’s degree or equivalent combination of education and experience
- Two (2) or more years of related work experience
- One (1) or more years of experience using SharePoint
- Proficient in Microsoft Office products; intermediate in Excel, Word, and SharePoint
- Excellent verbal and written communication skills
- Strong problem-solving, planning, organizational, and prioritization skills
- Advanced research skills
- Exceptional ability to work within a team
- Exceptional ability to multitask on multiple high-priority projects
- Ability to be flexible, resourceful, and adaptive in an evolving organization
- Ability to work under pressure and meet close deadlines
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