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
Account Coordinator • Sarasota, Florida, United States