Account Coordinator - CL

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Overview

The Account Coordinator assists the Account Executive or Account Representative and other department personnel by processing work associated with insurance clients, such as processing auto ID cards, rating, data entry, renewal preparation, and other tasks by performing the following duties.

 

The Ideal Candidate

You enjoy problem solving with great, customer-service minded solutions

Teamwork is part of your DNA and you are looking for a great opportunity to be a part of a team, learn from senior team members, and have a great career path

You have great communication skills (verbal & written) and are dependable to get the job done

 

If this sounds like you, we invite you to keep reading and apply!

Responsibilities

Please note that the duties below can vary based on the workflow of your local office.

 

Assists reception as a back up for time off – answering phones, opening mail, scanning, routing the mail, stamping outgoing mail, and mailing any larger packages.

Assists Managers with special projects.

Downloads policy documents from our carrier websites.

Enters accurate client information into agency management system.

Processes change requests, follows up with carriers as needed, reviews endorsements for accuracy, and generates accurate invoices.

Creates correspondence to carriers and clients. Sets up Notice of Cancellations and Reinstatements. Processes final cancellations. Process final audits and sends to insured.

Updates lost business spreadsheet.

Prepares policy binder, renewals, auto ID cards, and other documents for delivery to insured.

Rates lines of coverage as needed.

Updates driver, equipment and vehicle schedule and makes MVR requests if required.

Works with Underwriters for quotes for Insureds when additional coverage is needed.

Other duties as assigned.

Travel is expected to be negligible in this role.

Qualifications

Advanced degree from college or technical school; or 1-3 years of related experience and/or training; or equivalent combination of education and experience

Strong organization and communication skills

Tech savvy; ability to learn multiple software systems

Knowledge of Internet software; spreadsheet software, PowerPoint, word processing software and Microsoft Outlook

Grow, with us

AssuredPartners is passionate about fueling our clients’ innovation and growth. That makes us the perfect place for creative, dynamic people who want to grow their career while helping businesses, families and people thrive.   

 

We’re proud to be the fastest-growing independent insurance broker in America, but we’re even prouder of the honest, caring relationships that our employees build with our clients every day.

 

Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us.

 

AssuredPartners is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. AssuredPartners is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger!