Account Coordinator Personal Lines

Gallagher • Tredyffrin Township, PA

8h

About The Position

The Account Coordinator assists in processing work associated with insurance accounts, such as issuing evidence of property, premium and non-bearing policy changes, rating, data entry, renewal preparation, entering policy information and quoting, and other tasks by performing the following duties.
The Ideal Candidate
You have a customer service mentality and are able to communicate and problem solve for internal and external stakeholders
Taking initiative to get work done is just how you operate
You are a team player and want to work with a great group of people
If this sounds like you, we invite you to keep reading and apply!

Requirements

• High School diploma/equivalent plus 1 year directly applicable experience.
• Proficiency in Microsoft Office and basic math skills.
• Exceptional organizational skills
• Proficient in using technology as a tool to maximize productivity and quality.
• Strong written and verbal communication skills.

Nice To Haves

• Associate's degree, professional certification, or equivalent training and experience preferred.
• Previous experience managing client relationships.

Responsibilities

• Assist with change request, follows up with carriers as needed, reviews endorsements for accuracy, and enters client information into system applications and rates lines of coverage as needed.
• Provide administrative support in the form of front desk coverage and other duties.
• Enters accurate client information into agency management system and exports data as needed.
• Partners to create, maintain, and issues evidence of property insurance, auto and boat identification cards.
• Processes change requests, follows up with carriers as needed, reviews endorsements for accuracy, and generates accurate invoices.
• Processes final cancellations, renewals, endorsements, acknowledgements, non-pays, reinstatements, and cancellations.
• Manage assorted administrative tasks related to account maintenance, as required.
• Actively engage in learning; study industry trends. Seeks out self-directed learning to increase industry knowledge.
• Maintains carrier updates and bulletins

Benefits

• Medical/dental/vision plans, which start from day one!
• Life and accident insurance
• 401(K) and Roth options
• Tax-advantaged accounts (HSA, FSA)
• Educational expense reimbursement
• Paid parental leave
• Digital mental health services (Talkspace)
• Flexible work hours (availability varies by office and job function)
• Training programs
• Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
• Charitable matching gift program

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED