Account Coordinator – Commercial Lines

Role Overview

• Serves as initial point of contact for the client
• Monitors client questions, provides recommendations in partnership with the Account Management Team on appropriate coverage changes and/or contractual requirements
• Identifies, researches and provides resolution for routine or basic client issues
• Maintains client files accurately and consistently, responsible for proper documentation of files and proper communication in accordance with company workflow, procedures, and best practices
• Maintains a high degree of accuracy in document management systems
• Assists the Account Management team with the remarketing of renewals to ensure a high level of account retention
• Prepares proposals as directed by the Account Manager
• May review policies from carriers for accuracy, expedite corrections, and handle endorsement and applications
• Ensures carriers respond promptly to expedite claim settlements
• Reviews policy audits and verifies their accuracy
• Confirms necessary corrections between the client and the carrier are executed at the direction of the Account Management team
• Proactively communicates with client any significant audit differences
• As directed by the Account Management team, reviews cancellation requests, identifies reasons, and attempts to retain client accounts while preserving the company’s financial interests
• Keeps up to date with industry trends, new products, legislation, coverage, and technology to improve knowledge, performance, and client services
• Special projects and other duties as assigned.

Requirements

• A Property and Casualty License from state of domicile is required and must be maintained
• Associate in insurance (AINS) and/or Certified Insurance Service Representative (CISR) Designation preferred
• High School Diploma or equivalent required
• Four-year degree preferred
• Minimum 3 years of client service experience in the insurance industry with a focus on commercial lines
• Bilingual (Spanish/English) a plus or a must in some locations
• In-depth understanding of commercial lines of coverage
• Strong analytical and mathematical skills
• Strong PowerPoint and presentation skills for both in-person and teleconference/webinar sessions
• Outstanding interpersonal and communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors and others
• Must be able to understand written and oral communications and interpret information written within policies
• Proficient skills in Microsoft Office (primarily Excel and Word), agency management systems software, and online rating systems
• Intermediate knowledge of insurance markets, products, services, insurance ratings and underwriting procedures
• Must have a valid driver’s license, the ability to travel to client sites and a reliable source of transportation.

Benefits

• Competitive pay
• A safe and healthy work environment provided by our robust benefit program including family health and wellness programs
• 401K
• Employee assistance programs
• Paid time off
• Paid holidays