Job Description

Commercial Lines Account Coordinator

Job Summary

Seeking a highly motivated Commercial Lines Account Coordinator to join a dynamic team. The successful candidate will support the Commercial Lines team by providing exceptional service and ensuring the efficient management of client accounts. Strong organizational, detail-oriented, and communication skills are essential for this role.

Responsibilities

• Provide day-to-day administrative support to the Commercial Lines account management team.
• Assist with managing a portfolio of commercial insurance accounts, ensuring accuracy and timeliness.
• Prepare proposals, certificates of insurance, and policy documents in coordination with Account Managers.
• Deliver outstanding customer service by responding to client inquiries, resolving issues, and maintaining strong relationships.
• Collaborate with insurance carriers and underwriters to obtain and review quotes, endorsements, and policy changes.
• Maintain accurate records of all client interactions, policy renewals, and updates using the agency’s management system.
• Identify potential opportunities to cross-sell or up-sell additional insurance products to clients.
• Stay informed about industry trends, policy changes, and emerging risks to better serve clients.
• Support compliance initiatives and adhere to company procedures, ensuring accuracy and regulatory compliance.

Qualifications/Requirements

• High school diploma or equivalent; Bachelor’s degree in business, finance, or a related field preferred.
• Minimum of 2 years’ experience in insurance, account management, or a related role, preferably in Commercial Lines.
• Property & Casualty insurance license (or ability to obtain within 3 months of hire).
• Exceptional organizational and time-management skills with high attention to detail.
• Strong written and verbal communication skills, with the ability to build positive client relationships.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and familiarity with insurance agency management software (such as AMS360, Applied Epic, or similar).
• A proactive problem-solving attitude with the ability to manage multiple tasks and deadlines effectively.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

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