Job Description
Our mission is to provide clients with added value in addition to the insurance and risk management services they receive; remain indispensable as a trusted management advisor by consistently reaching above and beyond the expectations of clients, strategic alliances, and “centers of influence” we have the privilege to serve; uphold the highest ethical standards for which we are entrusted; and continue enhancing our capabilities and to provide exceptional service that positively benefits our client’s bottom lines. Purpose: The account executive is to maximize client retention by providing excellent client service and supporting the producer team, and to maximize new business sales by working effectively with the producer team, and all other personnel in the agency and with senior management.
Status: Non-exempt Primary Duties and Responsibilities: Enrollment Activities - Receive and audit all contractor enrollment information via enrollment website, including insurance bid information on designated wrap-up program forms. Follow up with individual brokers/agents and contractors as necessary.
- Process enrollments, enter information into OCIP Data Tracking System, and notify designated insurers and other appropriate vendors electronically of enrolled contractors for certificate and policy issuance.
- Perform closeout notification protocols for each contractor and project work as activities are completed during the wrap-up program term, including providing notice of contract completion to the broker.
Other Administration Activities - Respond to all contractor questions (utilizing the administrative unit’s toll-free number or e-mail).
- Provide enrolled contractors with wrap-up program informational loss control and claim materials.
- Track, review and distribute contractor wrap-up policies upon issuance by insurers.
- Collect, monitor, and report on all enrolled contractor and subcontractor monthly payrolls for wrap-up program purposes.
- Periodically attend monthly (or every other month, if appropriate) wrap-up program management meetings with project management firm and designated contractors to review the wrap-up operation and issues in all areas of administration, safety, and claims.
- Maintain and regularly update the owner’s project databases covering all wrap-up program information.
- Maintain and update, on a daily basis, the wrap-up database covering the following contractor and subcontractor wrap-up insurance-related functions:
- Contractor identification and enrollment tracking
- Contract cost and payrolls
- Monthly reporting
- Exceptions reporting
- Insurer loss data
- Claim tracking
- Project closeout
- Other, as appropriate
- With the data noted in item above, perform the following:
- Monitor the status of enrollments for all contractors and subcontractors, and contact appropriate contractors and notify the Program Manager and/or CM/GC when delays or irregularities are observed.
- Maintain records reflecting the issuance of policies by designated insurers, as well as projected start and completion dates for all contractors/projects.
- Maintain a database of financial exposure components, by project, by contractor, including estimated and reported payroll data, loss data, insurance rates and trade classifications, experience modification, and other factors.
- Maintain a database of contractor information, including names and addresses, scope of work, subcontractor/tier relationships, and CM/GC and subcontractors’ offsite insurance information.
- Produce summary management reports, including financial reports of payroll, construction values, premiums, wrap-up savings, and informational reports relating to all contractors.
- Assist as necessary in processing, administration and tracking of claims that may arise during the term of the Agreement and which fall within the scope of the OCIP.
SALARY IS DEPENDENT UPON EXPERIENCE. THIS IS AN HOURLY POSITION AND IS ON A CONTRACT BASIS. WORK TO BE PERFORMED IN DALLAS, TEXAS.
Job Tags
Hourly pay, Full time, For contractors, For subcontractor,