Job Title: Account Coordinator - PL
Department: Personal Lines
Reports To: Account Executive - PL
FLSA Status: Non-exempt
Job Code: PL14ACRN
Summary The Account Coordinator assists the Account Executive or Account Representative 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 and Responsibilities include the following. Other duties may be assigned.
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.
Submits claims to carriers at the direction of the Account Representative.
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.
Assists in renewal marketing preparations by running expiration lists.
Process renewals, endorsements, acknowledgements, non-pays, reinstatements and cancellations.
Verify company websites for accurate information; call companies if follow-up is needed and update system accordingly.
Follow up with claims by updating system and closing when indicated by websites.
Issues automobile identification cards and boat ID cards
Checks follow-ups daily; distribute mail; add activities for premium increases from the download report.
Orders supplies, forms and brochures.
Assists with special projects.
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.
Ability to read and interpret documents such as insurance policies, Agency policies and procedures, and safety rules. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of organization.