Account Coordinator

One80 Intermediaries•Peoria Heights, IL
•Onsite

About The Position

One80 Intermediaries is seeking an Account Coordinator to join its team in Peoria Heights, Illinois. The Account Coordinator reviews insurance submissions for risks that do not fit within the scope of Pearl’s traditional programs, determines eligibility and appropriate markets based on carrier appetites and guidelines, and facilitates communication between the sales team and carriers or wholesalers during underwriting. The role also negotiates commission and pricing with carriers and wholesalers. The position supports submissions from initial review through binding and policy issuance, including gathering requested information, addressing coverage questions, revising terms, checking that bind-request subjectivities are met, and reviewing carrier quotes before sharing them with the sales team. It also provides post-issue service, follows up on pending items, and advises sales and retention teams on viable market-placement options.

Requirements

  • Bachelor’s degree in business management, marketing, or a related field.
  • Previous insurance sales, underwriting, or customer service experience, preferably within the insurance industry.
  • Strong interpersonal skills and the ability to interface effectively at all levels within an organization.
  • Property and Casualty insurance license, or ability to obtain one.

Nice To Haves

  • Life and Health insurance license.
  • Flood insurance license.
  • Industry designations such as CPCU, RPLU, ARM, AIC, or CLCS.

Responsibilities

  • Review insurance submissions, request additional information, and identify appropriate markets based on current carrier appetites and guidelines.
  • Facilitate the underwriting process between the sales team and carriers or wholesalers.
  • Gather information requested by carriers or wholesalers to obtain terms.
  • Communicate with carriers regarding coverage questions.
  • Revise terms, including premium, coverage options, or limits, as requested.
  • Review bind requests to confirm all subjectivities have been met before sending information to the carrier or wholesaler to bind coverage for the requested effective date.
  • Edit carrier quotes before sharing them with the sales team, identifying required subjectivities and explaining the binding process and documentation needed to comply with state regulations.
  • Issue policies on direct-bill accounts and refer binders or policies to the sales team upon receipt.
  • Provide post-issue service for existing policies, including requesting premium-bearing endorsements and reviewing contracts for policy compliance.
  • Follow up with the sales team for outstanding information and with carriers or wholesalers on pending submissions.
  • Provide the sales and retention teams with insight into viable market-placement options.
  • Negotiate commission and pricing with carriers or wholesalers.

Benefits

  • Medical and prescription drug coverage.
  • Dental insurance.
  • Vision insurance.
  • Life insurance.
  • Disability insurance.
  • Employee stock purchase plan (ESPP).
  • 401(k).
  • Student loan assistance.
  • Tuition reimbursement.
  • Free mental health and enhanced advocacy services.
  • Paid time off.
  • Paid holidays.
  • Preferred partner discounts.
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