What are the responsibilities and job description for the Account Coordinator, Commercial Lines position at AssuredPartners?
Overview
The Account Coordinator assists by processing work associated with insurance clients, such as issuing certificates of insurance, 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
- Client Support:
- Creates correspondence to carriers and clients, including transmission of final audits, policy binders, renewals, and other routine written communications.
- Provide administrative support in the form of front desk coverage and other duties.
- Account Management:
- Enters accurate client information into agency management system and exports data as needed.
- Partners to create, maintain, and audit client and prospect data throughout various agency systems.
- Processes change requests, follows up with carriers as needed, reviews endorsements for accuracy, and generates accurate invoices.
- Prepares Notices of Cancellations and Reinstatements. Processes final cancellations.
- Issues certificates of insurance and evidences of property.
- Updates driver, equipment and vehicle schedule and makes MVR requests if required.
- Manage assorted administrative tasks related to account maintenance, as required.
- Insurance Expertise:
- Actively engage in learning; study industry trends. Seeks out self-directed learning to increase industry knowledge.
- Maintains carrier updates and bulletins in a shared document environment.
- Other duties as assigned.
Qualifications
- Strong organization and written/verbal communication skills
- Strong attention to detail and conscientiousness
- Efficient prioritization and time management skills
- Demonstrated customer service focus
- Ability to quickly learn multiple software systems
- Proficient in Microsoft Office or similar systems, including spreadsheets, email, word processing, and presentation software
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!
