Personal Lines Account Coordinator

Job Summary

Supporting account teams in daily client servicing, the full-time Personal Lines Account Coordinator will manage data input, quality control, and assist with new and renewal accounts in a hybrid work environment.

Key responsibilities:

• Provide quality control after Account Managers service customers and maintain electronic suspense files in Epic
• Assist with various projects as assigned by the Department Manager and perform policy checking
• Create and maintain client files in the agency management system while ensuring data integrity across departments

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
• Proficiency in Outlook, Word, and Excel, with familiarity in EPIC software preferred
• Access to a reliable, confidential workspace with stable high-speed internet for hybrid/remote work