Personal Lines Account Coordinator

Job Summary

A company is looking for an Account Coordinator, Personal Risk Service Center (Hybrid or Remote EST).

Key Responsibilities

• Assist Account Managers with processing endorsements and creating insurance documentation
• Liaise with external carriers and manage electronic filing in the EPIC document management system
• Prepare 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 Personal Lines coverage, is preferred
• High School Diploma or GED required; additional education/training is preferred
• Familiarity with EPIC software and proficiency in Outlook, Word, and Excel
• P&C License required within six months of hire