Job Title: Commercial Lines Account Coordinator
Department: Customer Service
Reports To: Client Services Manager
FLSA Status: Non-exempt
Job Code: Commercial Lines Account Coordinator
Summary The Account Coordinator assists the Account Manager or Account Executive 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.
Essential Duties include the following. Other duties may be assigned.
Assists Account Manager or Account Executive as needed with electronic file maintenance.
Enters accurate client information into system applications and insurance documents.
Processes change requests, follows up with carriers as needed, orders loss runs, reviews endorsements and policies for accuracy, and generates accurate invoices. Creates general correspondence to carriers and clients. Sets up Notice of Cancellations and Reinstatements. Processes final cancellations. Processes final audits and sends to insured. Updates Lost Business according to Agency procedures.
Issues certificates of insurance and evidences of property.
Prepares policies, renewals and other documents for delivery to insured.
Rates lines of coverage as needed.
Participates in required continuing professional development.
Updates Property & Casualty insurance schedules, Aviation/Aerospace insurance schedules, and makes MVR or Pilot requests if required.
Works with Underwriters for quotes for Insured’s at renewal or when additional coverage is needed.
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
Some College, a degree or no degree; High School diploma or general education degree (GED); basic understanding of underwriting and insurance coverages; or equivalent combination of education and experience.
Certificates, Licenses, Registrations
All applicable insurance licenses or the ability to become licensed.
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.