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 (Microsoft Office, automated agency management systems), negotiation, cross-selling
Responsibilities
Provide professional service to clients, carriers, and colleagues; support sales staff in obtaining and expanding business; act as liaison to resolve escalated service issues and negotiate with underwriters; troubleshoot claims and billing issues; develop new business from existing accounts and leads; meet departmental production goals.