Account Coordinator, Special Situations- CAC
Core
Entry-level support role assisting the Special Situation team with marketing, customer service, and operational tasks to maintain and grow the insurance book of business.
Role type
Entry-level Account Coordinator
Builds
Insurance placements, client presentations, and policy documentation for special situation accounts
Domain
Insurance brokerage / Special Situations
Required skills
Customer service, communication, multi-tasking, time management, organizational skills, Microsoft Office proficiency, attention to detail
Preferred skills
None stated
Technologies
Salesforce, EPIC, Microsoft Office
Responsibilities
Coordinate client submissions and carrier meetings, maintain account records and expiration dates, process invoices and policy documentation, prepare renewal workbooks and proposals, assist in client presentations and quote analysis, manage surplus lines tax filings
Seniority
Entry-level, 0-3 years experience