The Account Coordinator assists the Account Executive or Account Representative and other department personnel 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!
Please note that the duties below can vary based on the workflow of your local office.
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.
Issues certificates of insurance and evidences of property.
Prepares policy binder, renewals, 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.
Other duties as assigned.
Travel is expected to be negligible in this role.
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
Founded in 2011, AssuredPartners is the fastest-growing independent insurance agency in the United States. With offices in thirty states, we've combined the resources and expertise of the insurance industry with a vibrant and dynamic sales culture.
We are committed to being industry leaders. Partnership. Expertise. Innovation. Passion. These aren't traits you typically find in the world's largest insurance firms. But you'll find them with us, because we're invest in your success - now and for the long run.