Commercial Lines Coordinator
Core
Support the Commercial Lines department by assisting account managers with client service, policy processing, data entry, and document management.
Role type
Commercial Lines Coordinator
Builds
Insurance policies, coverage confirmations, and client documentation
Domain
Insurance / Commercial Lines
Required skills
Microsoft Office Suite, data entry, document management, policy processing, claims analysis, ACORD forms, numerical accuracy, attention to detail
Preferred skills
Property & Casualty state license, ImageRight, carrier website navigation
Responsibilities
Shadow account managers to learn client service expectations; Process client requests and confirm coverage; Request and process endorsements with carriers; Assist with policy checking, premium collection, and audits; Support submissions and renewals by completing claims analysis and ACORD forms; Enter data into applications and manage documents in ImageRight; Perform clerical duties like scanning and proofreading.