P&C Account Coordinator

A company is looking for a Private Client Account Coordinator for the Atlantic Region (Hybrid or Remote).

Key Responsibilities

Assist Account Executives with processing endorsements and creating insurance documents

Liaise with external carriers and escrow companies, and follow up on outstanding policy endorsements

Maintain client files and ensure data integrity within the agency management system

Required Qualifications

2+ years of administration / operations and customer service experience

Experience in P&C insurance, especially Personal Lines coverage is preferred

High School Diploma or GED required; additional education / training preferred

Experience with EPIC software and proficiency in Outlook, Word, and Excel is desired

P&C License required within six months of hire