Personal Lines Account Coordinator
Core
Support commercial insurance account management by processing certificates, issuing ID cards, creating loss summaries, and entering renewal activities.
Role type
Account Coordinator (Commercial Lines)
Builds
Insurance policy administration and client service workflows
Domain
Insurance / Property & Casualty
Required skills
Office software proficiency, data entry, communication, organization, time management
Preferred skills
Commercial lines experience, Property and Casualty producer's license, self-starter attitude
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, Perform other specific duties and projects as assigned by management
Seniority
Entry-level to Junior