Personal Lines Account Coordinator

Job Summary

Supporting account teams in their day-to-day servicing of clients, the full-time Personal Lines Account Coordinator will assist with administrative tasks, data entry, and quality control for new and renewal accounts, with a hybrid work schedule available from the Atlantic region offices or remotely.

Key responsibilities:

• Provide quality control after Account Managers service customers and maintain electronic suspense files in Epic
• Assist with various projects as assigned and create and maintain client files in the agency management system
• Develop and demonstrate working knowledge of numerous carriers and perform policy checking

Required qualifications:

• 2+ years of administration/operations and customer service experience
• Experience in P&C insurance, particularly Personal Lines coverage, is highly desired
• High School Diploma or GED required; additional education/training preferred
• Experience with EPIC software and proficiency in Outlook, Word, and Excel
• Ability to work in a reliable and interruption-free workspace for hybrid/remote work