Commercial Lines Account Coordinator

Responsibilities

• Provide positive, prompt, accurate, and courteous service to account managers and clients, as necessary.
• Maintain electronic and/or paper files in an orderly, up-to-date manner.
• Check manual policies, order loss runs, issue renewal binders, invoices, ID cards and certificates.
• Receive any downloads and communication coming in from carriers that need forwarded to other and receive physical mail & faxes for commercial accounts.
• Scanning and filing in Image Right.
• Maintain all client activity in AMS 360, run suspense lists, follow procedures, and work through download reports.
• Aid in New Business workflow.
• Receive change requests for endorsements and issue all on-demand certificates.
• Perform other related duties as assigned.

Requirements

• Experience: At least two (2) years’ experience in similar position is desirable.
• Educational requirement: High school diploma or equivalent (GED) is required. College degree is preferred, not necessary.
• Familiarity with a variety of computer software applications including Microsoft Office products (Word, Excel, Outlook, PowerPoint), agency & document managing system.