Personal Lines Account Coordinator

Shepherd Insurance LLC • Sarasota, FL

18d

About The Position

This is an ideal opportunity to work at a growing organization with a strong family culture. Shepherd Insurance is a privately-owned insurance agency that has delivered risk management solutions since 1977. With a wide variety of insurance and financial products, we are among the largest independent agencies in the country.

As a Personal Lines Account Coordinator within the Shepherd family, you will assist account managers and insurance advisors in the handling and processing of new and renewal personal lines business in accordance with Agency procedures and guidelines. In addition, you will provide a high level of support in obtaining, maintaining, expanding, and assisting in servicing personal accounts. With a positive attitude, the Account Management team also provides customer service to clients as assigned and requested.

Requirements

• Current P&C license or willingness to become licensed.
• Education requirement: High school diploma or equivalent (GED) is required. College degree is preferred, not necessary.
• Familiar in a variety of computer software applications including Microsoft Office products (Word, Excel, Outlook, PowerPoint), agency & document managing system.
• The above noted job description is not intended to describe, in detail, the multitude of tasks that may be assigned, but rather to give the associate a general sense of the responsibilities and expectations of the position. As the nature of business demands change, so too may the essential functions of this position.

Responsibilities

• Provide positive, prompt, accurate, and courteous service to account managers and clients, as necessary through consistent communication.
• Maintain all client activity in AMS 360, run suspense lists, follow procedures, work through download reports and follow Agency E&O guidelines.
• Maintain electronic and/or paper files in an organize, up-to-date manner.
• Perform other related duties as assigned.

What This Job Offers

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