• Account Coordinator - CL

    Job ID
    # of Openings
    Commercial Lines Service
  • Overview

    AssuredPartners is the fastest-growing independent insurance agency in the U.S. Founded in 2011 as a national partnership of leading independent property and casualty and employee benefits brokerage firms, we are now one of the largest brokers in the nation after acquiring over 280 agencies. AssuredPartners has offices across 30 states and two countries reaching 1.2 billion dollars in revenue. As such, our appetite for talented professionals is substantial.



    The Commercial Lines Insurance 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 accurate client information into system applications.
    • Processes change requests, follows up with carriers as needed, reviews endorsements 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.
    • Issues certificates of insurance and evidence 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 driver/equipment/vehicle schedules and makes MVR requests if required.
    • Working knowledge of property and casualty renewal and sales process and file management.
    • Participating in departmental meetings as required
    • Follows Agency procedures with respect to all essential duties and responsibilities of the job.



    Qualifications 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); and one to three years office experience and/or training; or equivalent combination of education and experience.


    Certificates, Licenses, Registrations

    Property & Casualty Insurance License Preferred


    Other Skills and Abilities

    Strong problem-solving skills. Intermediate Excel skills a plus.


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