Personal Lines Account Coordinator

Job Summary

Supporting account teams in daily client servicing, the full-time Personal Lines Account Coordinator will assist with administrative tasks, data entry, and quality control in a hybrid work environment from the Atlantic region offices or remotely.

Key responsibilities

• Provide quality control after Account Managers service customers, ensuring accuracy in policy writing and changes
• Maintain electronic suspense files in the agency management system and assist with various departmental projects
• Create and maintain client files while collaborating with other departments to ensure data integrity

Required qualifications

• 2+ years of administration/operations and customer service experience
• Experience in Property & Casualty insurance, particularly Personal Lines coverage, is highly desired
• High School Diploma or GED required; additional education/training preferred
• Familiarity with EPIC software and proficiency in Outlook, Word, and Excel
• Ability to work effectively in a hybrid/remote environment with reliable internet access