P&C Account Coordinator

Job Summary

A company is looking for a Private Client Account Coordinator for the Northeast Region (Hybrid or Remote).

Key Responsibilities

• Assist Account Executives with processing endorsements and creating insurance documentation
• Liaise with external carriers and manage electronic filing in the EPIC document management system
• Prepare various insurance-related documents and maintain client files in accordance with office procedures

Required Qualifications

• 2+ years of administration/operations and customer service experience
• Experience in P&C insurance, particularly in Private Client Group coverage
• High School Diploma or GED required; additional education/training preferred
• Familiarity with insurance and EPIC software is desired
• Access to a reliable, confidential workspace and stable high-speed internet connection for remote work