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 documents
• Liaise with external carriers and escrow companies while managing client files
• Follow up on outstanding policy endorsements and assist with various projects as needed

Required Qualifications

• 2+ years of administration/operations and customer service experience
• Experience in P&C insurance, particularly Private Client Group coverage, is preferred
• High School Diploma or GED required; additional education/training is a plus
• Familiarity with insurance and EPIC software is desired
• Proficiency in Outlook, Word, and Excel