Account Coordinator - Insurance

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.

Essential Duties and Responsibilities 
 ● Client Support:
o Creates correspondence to carriers and clients, including transmission of final audits, policy binders, renewals, and other routine written communications.
o Provide administrative support in the form of front desk coverage and other duties.
● Account Management:
o Enters accurate client information into agency management system and exports data as needed.
o Partners to create, maintain, and audit client and prospect data throughout various agency systems.
o Processes change requests, follows up with carriers as needed, reviews endorsements for accuracy, and generates accurate invoices. 
o Prepares Notices of Cancellations and Reinstatements. Processes final cancellations. 
o Issues certificates of insurance and evidences of property.
o Updates driver, equipment and vehicle schedule and makes MVR requests if required. 
o Manage assorted administrative tasks related to account maintenance, as required.
● Insurance Expertise:
o Actively engage in learning; study industry trends. Seeks out self-directed learning to increase industry knowledge.
o 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