Charles Taylor is a highly successful global provider of professional services to the insurance industry. We are seeking an experienced Account Manager to join our Wisconsin team. This position offers the flexibility to work remotely or in a hybrid arrangement. Candidates who live within commuting distance of our Brookfield, WI office would work on selected days from the office on a hybrid basis.
Applicants must be residents of Wisconsin.
Position Summary
The Account/Program Manager is responsible for managing all aspects of Owner Direct Insurance Projects (ODIP) for Wisconsin County Mutual Insurance Corporation and Community Insurance Corporation.
Essential Functions
- Provides program leadership of ODIP projects – Workers Compensation
- Provides day-to-day processing of individual ODIP projects
- Manages collection and processing of workers compensation coverage applications and associated worksheets from contractors and forwards to the DWD for approval
- Reviews all applications and worksheets for accuracy and communicates any discrepancies with all necessary parties
- Issues work comp policies, final audits and any associated endorsements in Origami
- Requests documentation and payroll reports for each contractor on project, and tracks activity against applications and worksheets – follow up as necessary for outstanding documentation in a timely manner
- Keeps in regular contact with general contractor and loss control and project owner for status updates on project
- Coordinates information as necessary with regulatory agencies (DWD, WCRB)
- Manages strict timeline and deadlines for reporting appropriate documentation to various parties associated with the program
- Updates spreadsheet as appropriate
- Obtains necessary signatures to close out contractor once all work has been completed
- Forwards audited payroll and final audit documentation to each contractor once completed
- Attends regularly scheduled project progress meetings with general contractors, loss control, owner and other associated parties
- Attends quarterly Stewardship meeting with DWD, WCRB, general contractor, loss control and other associated parties
- Submits WC policies, premium and additional documentation necessary for State reporting
- Invoices the insured and provide activity summary, as appropriate monthly
- Process all necessary documentation to close out project once substantial completion has been reached
- Maintains all documentation, following underwriting file organization for all files and correspondence related to the project for the necessary record retention period
- Assists with other underwriting departments programs and team members as may be needed
- May travel on occasion to construction site to view status of project as well as quarterly stewardship meetings. Travel is intrastate within Wisconsin.
Knowledge, Skills and Abilities
- State of WI Insurance License-Property and Casualty designation
- Bachelor’s degree in insurance or related field
- 3-5 years prior experience in insurance or customer service experience, preferably commercial and workers compensation insurance
- Knowledge of the practices and principles of insurance
- Knowledge and prior experience handling Workers Compensation Insurance, with proficiency
- Strong Organizational and Time Management skills
- Proficiency in entire Microsoft Office suite, intermediate level comfort with Excel
- Ability to navigate and learn web-based software
- Ability to handle a variety of tasks in fast paced environment
- Customer Service Orientation
- High degree of accuracy
- Ability to prioritize job tasks to meet deadlines
- Exhibits strong attention to detail and understand its importance to the business
- Ability to adapt to changing technologies and learn functionality of new equipment and systems
- Ability to establish and maintain effective working relationships with others
Charles Taylor offers a competitive salary commensurate with experience and excellent benefits including medical, dental, vision, disability, life insurance and 401(K) with match. If you are seeking a career where you can achieve great things in a supportive and collaborative environment, then we may be the place for you.
Values
At Charles Taylor, our values define our identity, principles and conduct. This person will demonstrate and champion Charles Taylor Values by ensuring Agility, Integrity, Care, Accountability and Collaboration.
Equal Opportunity Employer
Here at Charles Taylor we are proud to be an Inclusive Employer. We provide an environment of mutual respect with zero tolerance to discrimination of any kind regardless of age, disability, gender identity, marital/ family status, race, religion, sex, or sexual orientation.
Our external partnerships and the dedicated work we do in promoting a transparent and fair recruitment and selection process all contribute to the successful, inclusive, and diverse culture and environment which we are proud to be a part of at Charles Taylor.
About Charles Taylor
Charles Taylor is an independent, global provider of claims solutions, insurance management services and technology platforms for all property and casualty markets, including commercial property, workers’ compensation, and auto/liability. We offer complex loss adjusting, technical services, third-party administration, and managed care programs with specialization in catastrophic, aviation, energy, and marine claims. With over 100 years of expertise at our core, we offer a comprehensive suite of solutions across all lines of business to help our clients manage risk.