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Commercial Lines Associate Account Coordinator

United States, Phoenix · Job Posted February 20, 2026
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Job Description

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

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