Assist the account teams by providing basic administrative and support functions
Gather and input data into the agency management system
Participate in special projects as assigned by management or senior level staff
Create and maintain client files in accordance with office procedures
Learn to compile data for the Account Management Team
Perform policy checks, audit checks, and process coverage checklists
Process premium and non-premium endorsements, follow up with carriers for outstanding policies

High School graduate or equivalent
0-2 years related experience and/or training; or equivalent combination of education and experience
P&C License is generally not required at this level but may be required per state law

Account Coordinator, SBU

Key skills