Personal Lines Account Coordinator

PURPOSE

This is an ideal opportunity to work at a growing organization with a strong family culture. Shepherd Insurance is a privately-owned insurance agency that has delivered risk management solutions since 1977. With a wide variety of insurance and financial products, we are among the largest independent agencies in the country.

RESPONSIBILITIES

• Provide positive, prompt, accurate, and courteous service to account managers and clients, as necessary through consistent communication.
• Maintain all client activity in AMS 360, run suspense lists, follow procedures, work through download reports and follow Agency E&O guidelines.
• Maintain electronic and/or paper files in an organized, up-to-date manner.
• Perform other related duties as assigned.

QUALIFICATIONS

• Current P&C license or willingness to become licensed.
• Education 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.

AMERICANS WITH DISABILITY SPECIFICATIONS

Physical Demands

• Occasionally lift and/or move up to 25 pounds.
• Stand, walk, sit, use hands to finger, handle, or feel objects, tools or controls.
• Reach with hands and arms, climb stairs, balance, stoop, kneel, crouch or crawl.
• Talk or hear, taste or smell.

Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.

Work Environment

• Not exposed to weather conditions.
• Noise level in the work environment is usually moderate.