Account Coordinator - Commercial Risk - Remote

Overview

This position is responsible for coordinating the internal service process for assigned middle-market, general business commercial property and casualty clients in a new, industry-changing brokerage.

In Short

• Prepare and send renewal solicitations; coordinate client update calls with insurance carriers.
• Assist with marketing contractor renewals and project specific business.
• Prepare client presentation and proposal materials.
• Prepare insurance summaries and confirmations of insurance.
• Input data and information into systems and maintain the accuracy and completeness of policy management systems.
• Manage policy and endorsement issuance process including reviewing quotes, binders, and policies for accuracy and filing appropriately.
• Prepare invoices and manage tasks related to client billing.
• Perform other duties and assist with special projects as assigned.

Requirements

• Solid communication skills: writing and presentation preparation.
• Excellent telephone etiquette and customer service.
• Ability to be resourceful, take initiative, and work independently to solve problems.
• Works well with others in a fast paced environment; responsive to co-workers and colleagues.
• Adaptability and flexibility to respond to client and team needs.
• Strong time management skills.
• Ability to learn and adopt and train use of technology systems and software applications.
• Ability to review internal/external deliverables to ensure accuracy.

Benefits

• Professional development opportunities.
• Flexible work environment.
• Inclusive workplace culture.
• Health and wellness programs.
• 401(k) eligibility.
• Paid time off benefits.
• Bonus and stock options may be included.