#0886 Underwriting & Accounting Coordinator
SUMMARY: Provides administrative support to senior management. Schedules and maintains exams for The Institutes testing center. Handles projects with minimal supervision that may typically be complex and/or confidential in nature. Keeps official department records and executes policies determined by or in conjunction with other departments by performing the following duties.
ESSENTIAL DUTIES AND RESPONSIBILITIES: Include the following. Other duties may be assigned.
• Administers The Institutes training for employees to include registrations, ordering materials, proctoring exams, and maintaining accurate performance records.
• Maintains monthly and quarterly reporting for loss alerts.
• Maintains inventory of supplies and reorders as needed.
• Organizes and maintains filing documents.
• Assists the Training Director with scheduling and coordinating classroom needs.
• Handles incoming mail, sorts, and routes accordingly.
• Processes premium payments and assists with document retention policy for payment instruments.
• Provides assistance to Underwriters as needed.
QUALIFICATION REQUIREMENTS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. 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.
EDUCATION and/or EXPERIENCE: AA degree; or high school diploma or general education degree (GED) with 3 to 5 years related experience or equivalent combination of education and experience.
TRAVEL REQUIREMENTS: Must be able to travel within the state or elsewhere to serve the department.
LANGUAGE SKILLS: Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of organization.
MATHEMATICAL SKILLS: Ability to apply basic mathematical concepts. Ability to work with mathematical operations related to daily tasks.
REASONING ABILITY: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit, use hands to finger, handle, or feel objects, tools, or controls, and talk or hear. The employee occasionally is required to reach with hands and arms. The employee is occasionally required to stand, walk, stoop, kneel, crouch and/or crawl.
The employee must frequently lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus.
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all essential duties, responsibilities and requirements of personnel.
Please send your resume to:
No phone calls, please.