AssuredPartners

Account Coordinator - PL

Job ID
2021-8997
# of Openings
1
Category
Personal Lines Service
Office Location
8950 Fontana Del Sol Way
Location : Location
US-FL-Naples

Overview

Company Summary

Joining AssuredPartners offers you the opportunity to excel at one of the fastest growing independent companies in the industry. You will experience collaboration with a team that places value in our collective vision and culture of community, respect, and trust. While being encouraged to promote innovative ideas, you will be provided the support to make those ideas a reality. As our company continues to grow at a rapid pace, so do the opportunities for our current and future employees to learn and mentor with top leadership for continued professional and personal development. Additionally, you can count on excellent benefits, a comprehensive PTO plan & floating holidays, uncapped career growth, and the best people in the industry.  You can learn more about our career paths and support for DEI initiatives here: https://www.assuredpartners.com/Careers.

 

Job 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. This is a great entry level role in our insurance organization; if you are looking to learn, this is for you!   

 

The Ideal Candidate

  • You have a customer service mentality and are able to communicate and problem solve for internal and external stakeholders
  • Taking initiative to get work done is just how you operate
  • You are a team player and want to work with a great group of people

 

If this sounds like you, we invite you to keep reading and apply!

Responsibilities

Essential Duties and Responsibilities

Please note that the duties below can vary based on the workflow of your local office.

 

  • Enters client information into system applications.
  • 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, automobile and boat identification cards. 
  • 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. 
  • Checks follow-ups daily and process mail.
  • Other duties as assigned.
  • Travel is negligible in this role.

Qualifications

Qualifications  

  • Advanced degree from college or technical school; or 1-3 years of related experience and/or training; or equivalent combination of education and experience
  • Strong organization and communication skills
  • Tech savvy; ability to navigate multiple systems including Agency Management Software; Intermediate skills in Microsoft Office products

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