Overview
Administrative Support Coordinator – Wellbeing Services Jobs in San Luis Obispo, CA at California State University
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.
Brown & Brown is seeking an Administrative Assistant to join our growing team in Bloomington, MN.
***This position has the opportunity to be Hybrid/Remote***
The Administrative Assistant provides high-level administrative support to sales account executives in the field. Assists in the production of new client accounts and the retention of existing accounts.
How You Will Contribute:
Responsible for assisting all field account executives with daily tasks, with regards to new and existing clients
Initiates all dealer-related documents pertaining to new client set-ups & new product lines for existing clients.
Process & submit all new client set-ups, and new product requests for existing clients with providers/carriers and create/maintain client checklists in files.
Follows up with providers/carriers on all new client set-ups and existing client new product requests to ensure timely launches.
Receives phone calls and/or emails requesting client pricing quotes, changes to existing pricing, and/or products. Completes changes/requests within 24 hours of receipt. Determines documentation required to complete changes and/or pricing adjustments and sends out to account executive for execution by client.
Maintain accurate pricing & rate charts, when applicable, for all clients in their respective pricing folders.
Initiate all required paperwork and request supporting documents regarding new reinsurance company formations for clients. Initiate documents drawn from providers for reinsurance/trust agreements.
Maintain accurate logs pertaining to all reinsurance company documents required by management companies & providers, as well as maintaining accurate checklists for all new formations. Oversees monthly reinsurance reporting & compiles reports/assists when needed.
Process and scan all incoming client agreements, reinsurance documents, tax documents, and any miscellaneous client documents for accurate record keeping.
Follows up on outstanding documents pertaining to reinsurance & assists in their resolution, as necessary.
Receives & distributes to account executives all past due invoicing from providers with regards to client accounts.
Maintains weekly records of all new clients, product sales, analyses, presentations, sales activity, with regards to existing clients, & compiles & distributes a weekly report.
Skills & Experience to Be Successful:
High School diploma or equivalent
Proficient with MS Office Suite
Excellent communication skills
Experience managing and coordinating large document compilations (Preferred)
Experience in the automotive industry (Preferred)
Pay Range
$20.00 – $25.00 Hourly
The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role.
Teammate Benefits & Total Well-Being
We go beyond standard benefits, focusing on the total well-being of our teammates, including:
Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.
Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.
The Power To Be Yourself
As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.
Title: Administrative Support Coordinator – Wellbeing Services
Company: California State University
Location: San Luis Obispo, CA
