Account Coordinator

Job Summary

A company is looking for an Account Coordinator to provide support to Account Managers and Executives in processing client accounts.

Key Responsibilities

• Assist Account Managers with processing endorsements and creating insurance documentation
• Liaise with external carriers and manage electronic filing in the EPIC system
• Prepare and maintain client files and follow up on outstanding policy endorsements

Required Qualifications, Training, and Education

• 2+ years of administration/operations and customer service experience
• Experience in P&C insurance, particularly Personal Lines coverage, is preferred
• High School Diploma or GED required; additional education/training is preferred
• Experience with EPIC software and proficiency in Outlook, Word, and Excel
• P&C License may be required within six months of hire