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The Commercial Lines Associate Account Coordinator supports the service and management of customer accounts by assisting with certificates of insurance, ID cards, and evidence of property insurance. This role also processes change requests, endorsements, audits, and claims, while maintaining accurate documentation, updating spreadsheets, and ensuring timely follow-up to support business production and retention.
Job Responsibility:
Issue certificates of insurance and evidences of property insurance
Issue ID cards
Order loss runs
Order Experience mods from current carriers
Order MVR’s when required for wholesalers
Process Change Requests
Process Endorsements and invoice any Agency Bill items
Process Policies (complete checklist, communicate any discrepancies with AE)
Process Audits and Invoice any Agency Bill items
Claim Reporting
Pull online documents
Attach documents
Update spreadsheets
Summaries of insurance if requested by AE
Maintain current activities and follow-up as necessary
Requirements:
1 year of Commercial Insurance experience, preferred
High school diploma or equivalent
Proficient with MS Office Suite
Exceptional telephone demeanor
Ability to maintain a high level of confidentiality
Professional office environment experience
P&C Licensed (Preferred)
What we offer:
Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
ESPP
401k
Student Loan Assistance
Tuition Reimbursement
Free Mental Health & Enhanced Advocacy Services
Paid Time Off, Holidays, Preferred Partner Discounts and more