Insurance Coordinator - Hoa Property Management
Insurance Coordinator - HOA Property Management Seabreeze Management Company 17 reviews - Aliso Viejo, CA 92656 Seabreeze Management coordinates the purchase of insurance policies for all of clients. The insurance coordinator is responsible for the administration of our insurance program to ensure the purchase and renewal of all policies as required by the governing documents of the association and applicable laws and regulations. The insurance coordinator provides administrative customer support to ensure the proper functioning of the insurance program. The coordinator maintains all insurance policies for all clients and vendors. The coordinator also assists Account Executives with insurance policies and renewals. Work involves regular contact with co-workers, board members and vendors. Essential Duties and Responsibilities: To perform this position successfully, an individual must be able to perform each essential duty efficiently. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Maintain all association insurance policies in a central location for safekeeping, updating and easy access. Coordinates and maintains the storage of records. * Maintains insurance database, which contains detailed information for each associations policies. Ensures that all insurance information and disclosure forms are updated as needed. * Renews insurance policy proposals per Account Executive/Board instructions. * Provides Account Executive/Boards with information about insurance coverage options available based on proposals and recommendations of agents. * Requests insurance recommendations/proposals; ensures Account Executive completes the bid checklist, attaches necessary paperwork and forwards to agents to present proposal. * Oversees and maintains vendor insurance; follows up with vendors regarding any notices of cancellation. * Administers all insurance claims as direct by Account Executives and advises Account Executive of progress and status. * RFP System maintenance; reviews pending registration profiles for completeness, collects all necessary forms; and reviews Pending Paid Listings and approves as needed; follow up with vendors on missing information, payment issues, etc. Knowledge, Skills and Experience: * Two years of prior customer service experience. Educational attainment equivalent to high school graduation. * Knowledge and experience in the field of insurance administration and/or purchasing. * Knowledge of homeowner association CC&R's, bylaws and contracts and the ability to read understand and implement the guidelines of such documents. * Knowledge of community association practices. * Friendly and helpful attitude with both clients and co-workers; accurate production of work; meets deadlines. * Prior training or coursework in community relations. * Proficiency in Microsoft Office including Word, Excel and Outlook. * Effective written and verbal communication with management, staff, residents, contractors and vendors, * Ability to organize, prioritize and complete tasks independently. Minimum Education: * High School diploma or equivalent. * AA degree or higher a plus, or comparable business experience. Job Type: