Account Coordinator – Commercial Risk
Posted 2ds ago
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Job Description
Account Coordinator role coordinating service processes for commercial property and casualty clients in a remote setup. Join a dynamic team committed to client service and professional growth.
Responsibilities:
- Prepare and send renewal solicitations; coordinate client update calls with insurance carriers.
- Assist with marketing contractor renewals and project specific business.
- Prepare client presentation and proposal materials.
- Prepare insurance summaries and confirmations of insurance.
- Input data and information into systems and maintain the accuracy and completeness of policy management systems.
- Manage policy and endorsement issuance process including reviewing quotes, binders, and policies for accuracy and filing appropriately.
- Prepare invoices and manage tasks related to client billing
- Perform other duties and assist with special projects as assigned.
Requirements:
- Minimum of 2 years in a comparable and/or relevant work environment is required.
- Minimum of 1 year of Insurance brokerage experience is required.
- Solid communication skills: writing and presentation preparation.
- Excellent telephone etiquette and customer service.
- Ability to be resourceful, take initiative, and work independently to solve problems.
- Works well with others in a fast-paced environment; responsive to co-workers and colleagues.
- Adaptability and flexibility to respond to client and team needs.
- Strong time management skills.
- Ability to learn and adopt and train use of technology systems and software applications.
- Ability to review internal/external deliverables to ensure accuracy.
Benefits:
- Flexible work environment
- Professional development opportunities
- Medical, financial, and other benefits
- 401(k) eligibility
- Paid time off benefits, such as vacation, sick time, and parental leave



















