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.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Work Environment

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