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 escrow companies while managing client files in the agency management system
• Participate in projects as assigned and maintain knowledge of various insurance carriers

Required Qualifications

• 2+ years of administration/operations and customer service experience
• Experience in P&C insurance, especially Private Client Group coverage, is preferred
• High School Diploma or GED required; additional education/training is a plus
• Experience with EPIC software and proficiency in Outlook, Word, and Excel
• P&C License required within six months of hire