Private Client Account Coordinator, Northeast Region

Role Overview

• Assist a team of Account Executives with daily or routine responsibilities in processing endorsements, creating evidence of insurance and automobile identification cards.
• Will liaise with external carriers and escrow companies.
• Inputs changes (such as renewals) and files various items electronically in EPIC document management system.
• Follow up with the insurance companies for outstanding policy endorsements, etc.
• Prepares I.D. cards, evidence of insurance, applications, binders and cancellations under the direction of Account Manager or Account Executive.
• Maintains suspense file both electronic and manual for various correspondence and endorsements.
• Processes premium and non-premium endorsements.
• Will assist on various projects as needed and assign by Department Manager.
• Develops, maintains, and demonstrates working knowledge with our numerous carriers including their websites.
• Creates and maintains client files in the agency management system in accordance with office workflow and procedures.
• Work with other departments to ensure data integrity.

Requirements

• 2+ years of administration/ops and customer service experience
• Experience in P&C insurance, especially Private Client Group coverage
• HS Diploma or GED required; additional education/training preferred
• Experience in insurance and EPIC software is desired
• Proficiency in Outlook, Word and Excel
• Good written and verbal communication skills
• Self-confident to make sound independent decisions
• Ability to successfully interact with a variety of stakeholders
• Team player, adaptive to mentoring and continual learning
• Solid analytical and problem-solving skills
• Strong emphasis on attention to detail
• Strong priority management skills

Benefits

• PTO & paid holidays
• 401(k) with match
• exclusive discount programs
• health & wellness programs
• performance-based incentives