Private Client Account Coordinator - Atlantic Region (Hybrid or Remote)

NFP•Charlotte, NC

3d•$32,000 - $45,000•Hybrid

About The Position

The Account Coordinator is a support role, requiring the team member to assist the 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 Executives and continue to expand upon their industry knowledge through special projects as directed by senior team members.

Requirements

Ideal candidates will have 2+ years of administration/ops and customer service experience.
HS Diploma or GED required: additional education/training preferred.
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
P&C License is not required upon hire but will be required within six months of hire.

Nice To Haves

Experience in P&C insurance, especially Private Client Group coverage is highly desired.
Experience in insurance and EPIC software is desired.

Responsibilities

Assist a team of Account Executives with daily or routine responsibilities in processing endorsements, creating evidence of insurance and automobile identification cards.
Will liaise with external carriers and escrow companies
Inputs changes (such as renewals) and files various items electronically in EPIC document management system
Follow up with the insurance companies for outstanding policy endorsements, etc.
Prepares I.D. cards, evidence of insurance, applications, binders and cancellations under the direction of Account Manager or Account Executive
Maintains suspense file both electronic and manual for various correspondence and endorsements
Processes premium and non-premium endorsements
Will assist on various projects as needed and assign by Department Manager
Develops, maintains, and demonstrates working knowledge with our numerous carriers including their websites.
Creates and maintains client files in the agency management system in accordance with office workflow and procedures.
Work with other departments to ensure data integrity.