Project Coordinator
locktonKansas City, KS
Project Coordinator
locktonKansas City, KSJunior L3
Project Management SpecialistsInsurance Claims and Policy Processing ClerksSecretaries and Administrative Assistants, Except Legal, Medical, and Executive
All Other Insurance Related ActivitiesInsurance Agencies and BrokeragesDirect Property and Casualty Insurance Carriers
APPLY NOW (opens in a new tab)Overview:
In this role you support client servicing within an insurance brokerage context, managing routine inquiries, documentation, and policy processing. You work closely with senior staff to handle renewals, submissions, and communications with underwriters, ensuring accuracy and timely follow-up. You contribute to financial reporting for renewals, maintain client records, and assist with data entry and auditing to uphold compliance. You engage in preparing client communications and internal updates, helping to streamline operations and training across teams. This position offers a hands-on path to deepen industry knowledge while supporting cross-functional activities that drive client outcomes.
Responsibilities:
- Receive and respond to routine client inquiries; document communications and issues
- Prepare written correspondence and contact underwriters per senior staff requests
- Review and process policies and endorsements for accuracy
- Evaluate proposal policies using a checklist and alert senior staff of gaps
- Assist in renewals by gathering enrollment, volume, and benefit summary data
- Produce employee communications (newsletters, bulletins, presentations) as requested
- Assist with financial reporting for renewals by compiling client details
- Execute requested policy changes
- Assist with loss-run requests
- Extend expiring binders as directed by senior staff
- Update Renewal Assistance Program tasks upon completion
- Assist in maintaining carrier product information
- Enter and audit data in the data management system for accuracy
- Maintain client records
- Compile preliminary data for experience modification and related worksheets
- Issue and process client invoicing; assist in researching invoice/billing issues
- Develop understanding of insurance brokerage and account servicing processes
- Research industry trends and governmental regulations
- Perform other duties as needed
Key requirements:
- Bachelor in Business Administration
- Up to three years of client services experience
- Strong knowledge of Microsoft Office SuiteStrong verbal and interpersonal communication skills
- Understanding of industry trends and governmental regulations
- Ability to complete continuing education requirements
- Ability to attend meetings and industry training sessions
- Ability to protect confidentiality of client and company information
- Strong organizational and time management skills
- Willingness to travel by automobile and aircraft
- Proficiency with office equipment and long computer use
- Legally able to work in the United Statesstrong verbal and interpersonal communicationattention to detailtime managementproactive confidentiality protection
- Microsoft Office Suite (Word, Outlook, Excel, PowerPoint)data management and data entry
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Level
Junior L3
Location
Kansas City, KS
Occupation
Project Management Specialists
Industry
All Other Insurance Related Activities
Posted
4 days ago