Position Summary:

Responsible for coordination of Business Development Department and Agency activities. Provides administrative support to both the Business Development Department and Agency including assisting with agency accounting work and telephone inquiries relative to products and services.

Reporting Relationship:

Reports directly to the Insurance Operations Support Manager and takes direction from the Vice President of Business Development and Sales.

Essential Functions/Responsibilities:

• Works in a cooperative manner with management, coworkers, customers, and vendors; seeks to support LAMMICO’s mission and vision in daily operations
• Interacts courteously and professionally with all Elatas Risk Partners/LAMMICO employees, policyholders, and outside vendors; seeks to support ERP’s mission and vision in daily operations
• Meets assigned target dates and objectives; helps ensure that department quality, service, and productivity standards are met
• Responsible for accounting functions in agency workflow including: UNUM deposits and commission statements, IPFS funding reports and deposits
• Assists  in the issuance of Agency policies in accordance with agency quality standards as directed by the Customer Relations Specialist and Agency Management Specialist
• Distributes and files assigned Agency incoming mail and correspondence
• Manage and renew LAMMICO’s/ Elatas’ licenses/appointments with multiple states
• Generates and maintains prospect/client proposals developed by the Agency Management Specialist
• Prepares new business/renewal policies
• Handles COI’s relating to ERP clients
• Maintain Agency AMS database(updates), form letters, client and agency files
• Assists Vice President of Business Development and Sales and Senior Marketing Analyst with a variety of tasks, including data entry of annual budget numbers
• Assists the Senior Marketing Analyst with the Business Development Department budget throughout the year; reconciles quarterly Business Development Department budget with Finance’s quarterly actual expenses
• Coordinates Business Development Department events with external/internal audiences including the state, parish and specialty medical societies, the state Medical Managers Associations, and our independent agents, including the Agents Advisory Council and training meetings
• Responsible for contacting and scheduling attendance for the Business Development staff at conventions and meetings, including completion of required paperwork, payments and other necessary logistics
• Coordinates Business Development Department workshops, educational seminar registrations, travel arrangements, and maintains master calendar of all departmental events and appointments for staff
• Tracks and assists Vice President of Business Development and Sales with updating of association agreements and handles distribution of funds
• Obtains current medical society/association corporate mailing lists each year and updates as necessary for Business Development Department mailings
• Responsible each month to verify and identify insureds on the Association Membership lists that are due to renew their policy with LAMMICO for the following month
• Coordinates scheduling and logistics for Regional Advisory Panel (RAP) meetings and ensures that information is disseminated properly
• Serves as ImageRight Coordinator for the department by maintaining files through ImageRight for specific department information
• Responsible for making certain that Business Development documents are scanned and stored into the ImageRight system/department network drive
• Responsible for; maintaining Producer Portal registration forms and contacts, communicating with both the Underwriting and IT Departments concerning the addition of products, resolving any discrepancies concerning the website registration and completed forms
• Responsible for ordering and maintaining promotional items that are used at business development conferences and events as well as ordering departmental supplies
• Responsible for entering new business applicants into Sales Force
• Represents the Agency and the Marketing department at business functions as needed

Backup Functions/Responsibilities:

• Responds to telephone inquiries related to ERP’s products and/or services
• Markets quotes/renewals to insurance carriers and brokers
• Agency accounting; assists LAMMICO  Finance department in reconciling accounts
• Works with accounting agency specialist on the processing of Agency’s operating and trust cash receipts and disbursements including coding, preparing checks, issuing, mailing and maintaining the vendor files in AMS
• Nurtures and maintains relationship with insurance carriers/brokers; assures files and contracts are properly maintained
• Serves as a consultant/agent to the CFO for LAMMICO’s insurance policies
• Coordinates and manages the screenings and appointments for any new LAMMICO agent

Secondary Functions/Responsibilities:

•   Other responsibilities and special projects as assigned
•   Assists Business Development Department staff by fielding phone calls

   Assists Insurance Operations Support Manager with backup support in all Operations Departments as needed

•   Serves as the Business Development Department’s representative on the company Switchboard Team, covering the receptionist’s desk as needed.