Account Coordinator - Personal Lines

About the role

The Account Coordinator, Small Business Unit is responsible for ensuring the accuracy, timeliness, and execution of all policy documents, renewals, and day-to-day servicing requests for small personal lines accounts. They act as the primary contact for any administrative tasks related to a client's policies and must remain knowledgeable of advances in the insurance business.

Responsibilities

• Serves as a point of contact for the client.
• Maintains accurate and timely policy documents and renewals.
• Provides recommendations and solutions for client issues.
• Facilitates communication and coordination with insurance carriers.
• Reviews and confirms necessary corrections between the client and the carrier.
• Communicates with clients regarding significant audit differences and cancellation requests.
• Stays updated on industry information, new products, and legislative changes.
• Uses innovative technology to enhance client service.

Requirements

• A Property and Casualty License from the state of domicile is required.
• An Associate in Insurance (AINS) and/or Certified Insurance Service Representative (CISR) designation is preferred.
• A high school diploma or equivalent is required.
• A minimum of four years of client service experience in the insurance industry with a focus on personal lines is preferred.
• Bilingual (Spanish/English) is a plus or a must in some locations.
• In-depth understanding of commercial lines of coverage is required.
• Strong analytical and mathematical skills are essential.
• Outstanding interpersonal and communication skills are necessary.
• Proficient in Microsoft Office, particularly Excel and Word.
• Intermediate knowledge of insurance markets, products, services, and underwriting procedures.
• A valid driver's license and reliable transportation are required.

Qualifications

• Must be able to understand and interpret information within policies.
• Computer literacy is required.

Skills

• Excellent communication and interpersonal skills.
• Ability to manage multiple tasks and prioritize effectively.
• Attention to detail and accuracy in documentation.
• Knowledge of insurance products and services.
• Ability to work independently and as part of a team.

Benefits

• Competitive pay.
• Safe and healthy work environment.
• Robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays, and more.
• Career advancement and development opportunities.

Pay

Range: $15.38 - $30.29 per hour.

Schedule

Full-time position.