Commercial Lines Account Coordinator

OVD Insurance•Sewickley, PA

3d•Hybrid

About The Position

The Commercial Lines Account Coordinator supports the Commercial Lines team with management of existing and new business. The role provides day-to-day assistance to Account Managers and Sales Agents, including policy input and changes, client communications, certificate requests, renewal support, and coordination with colleagues. The coordinator helps ensure accurate policy documentation, responsive service, compliance with insurance laws and carrier requirements, and client satisfaction. This position is offered in an onsite or hybrid capacity, at management’s discretion. OVD Insurance describes itself as an independently owned agency with a values-driven culture, opportunities for professional development, a supportive team environment, and opportunities to volunteer with local nonprofits. A Property & Casualty license is required; a bachelor’s degree and prior P&C insurance experience are preferred but not required.

Requirements

Property & Casualty license required.
Intermediate to advanced Excel skills, including applying and creating formulas.
Ability to work onsite full-time or in a hybrid capacity, at management’s discretion.
Ability to understand contractual language and comply with insurance requirements.
Excellent interpersonal skills, including a warm, approachable, savvy, and empathetic manner.
Strong oral and written communication skills, including the ability to explain technical information to end users at all levels.
High-energy work ethic and ability to work independently while maintaining excellent customer relationships.
Ability to work collaboratively with others.
Ability to work without direct supervision.

Nice To Haves

Bachelor’s degree.
P&C insurance industry experience.

Responsibilities

Support Commercial Lines Account Managers in managing their books of business.
Assist Account Managers with client communications by email, phone, or mail.
Enter policy documents and documentation into the agency management system.
Help manage client renewal processes.
Review policies for accuracy after quoting and binding.
Monitor and help manage the certificates email inbox and complete certificate requests promptly.
Monitor and help manage incoming queue phone calls.
Advise clients on appropriate coverage when they request policy changes.
Collaborate with the team to ensure client satisfaction.
Follow insurance laws, carrier guidelines, and eligibility rules.
Perform other duties and tasks required by the Company.