Commercial Lines Account Coordinator
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Job Location:
Charlotte, VT - USA
Monthly Salary:
Not Disclosed
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Job Description
Commercial Lines Account Coordinator
Job Summary
Seeking a highly motivated Commercial Lines Account Coordinator to join a dynamic team. The successful candidate will support the Commercial Lines team by providing exceptional service and ensuring the efficient management of client accounts. Strong organizational detail-oriented and communication skills are essential for this role.
Responsibilities
- Provide day-to-day administrative support to the Commercial Lines account management team.
- Assist with managing a portfolio of commercial insurance accounts ensuring accuracy and timeliness.
- Prepare proposals certificates of insurance and policy documents in coordination with Account Managers.
- Deliver outstanding customer service by responding to client inquiries resolving issues and maintaining strong relationships.
- Collaborate with insurance carriers and underwriters to obtain and review quotes endorsements and policy changes.
- Maintain accurate records of all client interactions policy renewals and updates using the agencys management system.
- Identify potential opportunities to cross-sell or up-sell additional insurance products to clients.
- Stay informed about industry trends policy changes and emerging risks to better serve clients.
- Support compliance initiatives and adhere to company procedures ensuring accuracy and regulatory compliance.
Qualifications/Requirements
- High school diploma or equivalent; Bachelors degree in business finance or a related field preferred.
- Minimum of 2 years experience in insurance account management or a related role preferably in Commercial Lines.
- Property & Casualty insurance license (or ability to obtain within 3 months of hire).
- Exceptional organizational and time-management skills with high attention to detail.
- Strong written and verbal communication skills with the ability to build positive client relationships.
- Proficiency in Microsoft Office Suite (Word Excel Outlook) and familiarity with insurance agency management software (such as AMS360 Applied Epic or similar).
- A proactive problem-solving attitude with the ability to manage multiple tasks and deadlines effectively.
Disclaimer: Please note that this job description may not cover all duties responsibilities or aspects of the role and it is subject to modification at the employers discretion.
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Required Experience:
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About Company
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