Account Coordinator, Personal Risk Service Center (Hybrid or Remote EST)

Nfp • Atlanta, GA

243d • $31,000 - $45,000 • Remote

About The Position

The Personal Lines Account Coordinator is a support role, requiring the team member to assist the Account Manager and Account Executives from various NFP offices across an assigned geography. The individual provides administrative and processing support for client accounts having insurance with various insurance carriers. While in this role, the Account Coordinator is beginning to have client contact, via more senior team members. They may join meetings and client calls but will be responsible for listening, taking notes and providing follow-up to the team. In this role, the Account Coordinator will begin to learn the functions of the Account Manager and continue to expand upon their industry knowledge through special projects as directed by senior team members. This full-time opportunity offers a hybrid schedule from any of the following offices: Kingston, NY, Morrisville, VT, or St. Johnsbury, VT. A fully remote schedule will also be considered for experienced candidates. Hours are Monday to Friday, 8:00 AM to 5:00 PM EST.

Requirements

• Ideal candidates will have 2+ years of administration/ops and customer service experience.
• Experience in P&C insurance, especially Personal Lines coverage is highly desired.
• HS Diploma or GED required; additional education/training preferred.
• Experience in insurance and EPIC software is desired.
• Proficiency in Outlook, Word and Excel.
• Good written and verbal communication skills.
• Self-confident to make sound independent decisions.
• Ability to successfully interact with a variety of stakeholders.
• Team player, adaptive to mentoring and continual learning.
• Solid analytical and problem-solving skills.
• Strong emphasis on attention to detail.
• Strong priority management skills.

Nice To Haves

• P&C License is not required upon hire but will be required within six months of hire.

Responsibilities

• Assist a team of Account Managers with daily or routine responsibilities in processing endorsements, creating evidence of insurance and automobile identification cards.
• Liaise with external carriers and escrow companies.
• Input changes (such as renewals) and file various items electronically in EPIC document management system.
• Follow up with the insurance companies for outstanding policy endorsements.
• Prepare I.D. cards, evidence of insurance, applications, binders and cancellations under the direction of Account Manager or Account Executive.
• Maintain suspense file both electronic and manual for various correspondence and endorsements.
• Process premium and non-premium endorsements.
• Assist on various projects as needed and assigned by Department Manager.
• Match mail, i.e. policies, endorsements, pending mail, copies.
• Develop, maintain, and demonstrate working knowledge with our numerous carriers including their websites.
• Create and maintain client files in the agency management system in accordance with office workflow and procedures.
• Work with other departments to ensure data integrity.

Benefits

• Competitive salary
• PTO & paid holidays
• 401(k) with match
• Exclusive discount programs
• Health & wellness programs

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Food Services and Drinking Places
• Education Level: High school or GED