Account Coordinator - Small Business - Remote

Overview

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

In Short

• Manage successful outsourcing of workflows including certificates of insurance and policy checking.
• Prepare and review client communications and deliverables.
• Manage certificate of insurance process.
• Prepare, process, and distribute endorsements and invoices.
• Monitor and resolve billing discrepancies.
• Execute accurate data entry and maintenance in various systems.
• Coordinate and own the renewal process workflow.
• Work in a fast-paced, technology-driven, and service-oriented environment.
• Collaborate with Account Managers and Producers.
• Adapt to client and team needs.

Requirements

• Solid communication skills: writing and presentation preparation.
• Excellent telephone etiquette and customer service.
• Ability to be resourceful and work independently.
• Strong time management skills.
• Ability to learn and adopt technology systems.
• Minimum of 2 years in a relevant work environment.
• Minimum of 1 year of Insurance brokerage experience required.
• Property and Casualty License preferred.

Benefits

• Competitive salary range.
• Bonus and stock options.
• Comprehensive medical and financial benefits.
• 401(k) eligibility.
• Paid time off benefits.
• Inclusive workplace environment.
• Opportunities for professional growth.
• Support for work-life balance.
• Commitment to diversity and inclusion.
• Flexible work arrangements.