Commercial Lines Account Coordinator
Core
Provide professional and courteous service to customers, carriers, and colleagues by processing insurance documentation and supporting account management operations.
Role type
Account Coordinator (Commercial Lines)
Builds
Insurance documentation, loss summaries, and client service support
Domain
Insurance (Commercial Lines)
Deliverable
product features
Required skills
Processing Certificates of Insurance, Completing Evidences of Property, Requesting Loss Runs, Issuing Auto ID cards, Creating loss summaries, Entering renewal activities into agency management systems, Property and Casualty producer's license (or willingness to obtain within 90 days)
Preferred skills
1-2 years commercial lines experience, Proficiency with Microsoft Office (Word, Excel, Outlook)
Technologies
Agency management systems, Microsoft Office
Responsibilities
Process Certificates of Insurance, Complete Evidences of Property, Request Loss Runs from Insurance carriers, Issue Auto ID cards, Create loss summaries, Enter renewal activities into agency management system, Assist Account Managers with other duties as needed
Seniority
Entry-level to Junior