Account Coordinator - Personal Lines
Core
Service and maintain existing insurance accounts while uncovering opportunities for increasing business and supporting sales staff.
Role type
Account Coordinator (Personal Lines)
Builds
Account retention and new business development for insurance clients
Domain
Insurance brokerage
Deliverable
client delivery
Required skills
customer service, problem-solving, oral and written communications, computer proficiency, state insurance licensing
Preferred skills
entrepreneurial spirit, self-starter, relationship building
Responsibilities
Provide professional service to clients and carriers to meet retention expectations; support sales staff in obtaining and expanding business; act as liaison to resolve escalated service issues and negotiate with underwriters; develop new business from existing accounts and leads; troubleshoot claims and billing issues.