Personal Lines Account Coordinator
Core
Support commercial insurance account managers by processing certificates, managing claims data, and handling client documentation.
Role type
Junior IC account coordinator (commercial lines)
Builds
Insurance policy documentation and client service records
Domain
Insurance / Property & Casualty
Deliverable
product features
Required skills
Data entry, document processing, client communication, office software proficiency, organizational skills
Preferred skills
Commercial lines experience, P&C producer's license, self-starter attitude
Technologies
Microsoft Office (Word, Excel, Outlook), Agency Management Systems
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
Seniority
Junior, hands-on IC