Personal Lines Account Coordinator

Job Summary

Assisting account teams with daily client servicing tasks, the full-time Personal Lines Account Coordinator will gather and input data, maintain client files, and ensure quality control, with a hybrid work schedule available 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 as part of daily work management
• Assist with various projects as assigned by the Department Manager while developing knowledge of numerous carriers and their websites

Required qualifications:

• 2+ years of administration/operations and customer service experience
• Experience in P&C insurance, particularly in 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 in a hybrid/remote environment with a reliable internet connection and workspace