Carrier Relations Project Coordinator

This is a fully remote position, open to applicants in California.

📋 Description

• Provide assistance to the Carrier Relations team and manage the SharePoint database.

• Handle confidential and sensitive information with care and discretion.

• Support the review and management of the carrier requests workflow using SharePoint.

• Process new market requests on AlliantNet, ensuring completeness and accuracy, and assign markets to the relevant Managing Director.

• Route approved new markets for departmental approvals and Helpdesk/AMS setup.

• Oversee and maintain the Carrier Approval Directory.

• Assist with M&A book evaluations and company vetting by researching A.M. Best ratings, verifying approved Alliant markets, and conducting Epic company lookups.

• Facilitate contract reviews among the Business, Carrier Relations, and Legal teams.

• Process and track contract redlines, finalizing mutually agreed changes for execution.

• Develop, coordinate, and rebrand SharePoint datasheets for the needs of Carrier Relations and acquired companies or Leveraged Hires.

• Maintain tracking of Producer Codes for both new and existing office locations.

• Keep Carrier Relations procedures documentation updated and offer insights for workflow improvements.

• Utilize Epic to identify suitable Producer/Account Manager contacts and verify active Alliant markets and existing codes.

• Perform additional duties as assigned.

⛳️ Requirements

• Associate’s degree or an equivalent combination of education and experience.

• Two (2) or more years of related work experience.

• One (1) or more years of experience utilizing SharePoint.

• Proficient in Microsoft Office Suite; intermediate skills in Excel, Word, and SharePoint.

• Excellent verbal and written communication abilities.

• Strong problem-solving, planning, organizational, and prioritization skills.

• Advanced research capabilities.

• Exceptional teamwork skills.

• Proven ability to multitask across multiple high-priority projects.

• Capacity to be flexible, resourceful, and adaptive within a changing organization.

• Ability to work effectively under pressure and meet tight deadlines.

🏝️ Benefits

• Comprehensive health and wellness benefits.

• Opportunities for professional development and growth.

• Flexible work arrangements.

• Collaborative and inclusive work environment.