Commercial Lines Account Coordinator

Acentria InsuranceLakeland, FL
Onsite

About The Position

The Account Coordinator I is responsible for daily servicing of clients including new and renewal business processing while maintaining exceptional customer relations with clients. This position processes administrative tasks as needed, services clients in a timely manner, and performs such other duties as are required to establish, service and maintain accounts.

Requirements

  • Strong organizational skills that reflect ability to perform and prioritize multiple tasks seamlessly with excellent attention to detail
  • Proficient level written and verbal communication skills
  • Demonstrated proactive approaches to problem-solving
  • Demonstrated ability to achieve high performance goals and meet deadlines in a fast-paced environment
  • Proven ability to handle confidential information with discretion, be adaptable to various competing demands, and demonstrate the highest level of customer/client service and response
  • Flexible and creative thinker regarding continuous improvements in efficiency and processes
  • Ability to analyze and evaluate results to choose the best solutions and solve problems
  • Advanced level proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, etc.) and Adobe Pro with strong technical/computer ability including knowledge of SharePoint Online and Office 365
  • Ability to attain 4-40 insurance license
  • High school diploma or equivalent

Nice To Haves

  • Insurance experience preferred but not required

Responsibilities

  • Maintains open items checklists/timelines
  • Prepares certificates of insurance
  • Works directly with account managers assisting with tasks associated with client insurance servicing.
  • Processes administrative tasks as needed
  • Services clients in a timely manner
  • Performs other duties as are required to establish, service and maintain accounts.

Benefits

  • Medical insurance
  • Vision insurance
  • Dental insurance
  • 401(k) with company match
  • Company paid life insurance
  • Short-term disability (STD)
  • Long-term disability (LTD)
  • Generous PTO policy starting at 18 days per year
  • 10 paid holidays
  • 2 floating holidays
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