AssuredPartners

Personal Lines Account Coordinator

Job ID
2021-7407
# of Openings
1
Category
Personal Lines Service
Office Location
6 Common St
Location : Location
US-MA-Woburn

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, AssuredPartners is now one of the largest brokers in the nation after acquiring over 325 agencies. AssuredPartners has approximately 7,000 team members and offices in 40 states and two countries reaching 1.5 billion dollars in revenue. As our company continues to grow at a rapid pace, so do the opportunities for our current and future employees.

 

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.

Responsibilities

Essential Duties and Responsibilities:

  • 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.

Qualifications

Minimum Qualifications, 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.

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