Job Title: PL Account Coordinator
Department: Personal Lines
Reports To: Account Manager, or Team Leader
FLSA Status: Non-exempt
Job Code: Account Coordinator
Summary The Account Coordinator assists the Account Executive or Account Manager and other department personnel by processing work associated with insurance accounts, such as issuing certificates of insurance, rating, data entry, renewal preparation and other tasks by performing the following duties.
Includes the following. Other duties may be assigned.
Assists Department in answering client calls
Enters client information into system applications and rates lines of coverage as needed.
Checks policies for accuracy when received from carriers and prepares for delivery to insured client.
Processes change requests, follows up with carriers as needed, reviews endorsements for accuracy, and generates accurate invoices. Creates general correspondence to carriers and clients.
Issues evidences of property insurance and automobile identification cards.
Follows Agency procedures with respect to all essential duties and responsibilities of the job.
Has limited direct client contact.
Process renewals, endorsements, acknowledgements, non-pays, reinstatements and cancellations.
Processes Mortgage clause changes
Checks follow-up daily; distribute mail; add activities for premium increases from the download report.
This job has no supervisory responsibilities.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience
High school diploma or general education degree (GED); or one year related experience and/or training; or equivalent combination of education and experience.
Requires a 4-40 Customer Service Representative License
Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this Job, the employee is regularly required to sit and talk or hear. The employee is occasionally required to stand; walk; use hands to finger, handle, or feel; reach with hands and arms and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus.