Commercial Lines Account Coordinator

Job Summary

The Account Coordinator I is responsible for daily servicing of clients including new and renewal business processing while maintaining exceptional customer relations with clients. This position processes administrative tasks as needed, services clients in a timely manner, and performs such other duties as are required to establish, service and maintain accounts.

Essential Functions

• Maintains open items checklists/timelines
• Prepares certificates of insurance
• Works directly with account managers assisting with tasks associated with client insurance servicing
• Familiarity with administrative office tasks

Competencies & Qualifications

• Strong organizational skills that reflect ability to perform and prioritize multiple tasks seamlessly with excellent attention to detail
• Proficient level written and verbal communication skills
• Demonstrated proactive approaches to problem-solving
• Demonstrated ability to achieve high performance goals and meet deadlines in a fast-paced environment
• Proven ability to handle confidential information with discretion, be adaptable to various competing demands, and demonstrate the highest level of customer/client service and response
• Flexible and creative thinker regarding continuous improvements in efficiency and processes
• Ability to analyze and evaluate results to choose the best solutions and solve problems
• Advanced level proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, etc.) and Adobe Pro with strong technical/computer ability including knowledge of SharePoint Online and Office 365

Education & Experience

• Ability to attain 4-40 insurance license
• High school diploma or equivalent
• Insurance experience preferred but not required

Benefits

• Comprehensive range of health-related benefit options including medical, vision, and dental
• 401(k) with company match
• Company paid life insurance, STD, LTD
• Generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays