Personal Lines Account Coordinator

Job Summary

Supporting account teams in their daily servicing of clients, the full-time Personal Lines Account Coordinator will assist with administrative tasks, data entry, and quality control in a hybrid work environment.

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 in accordance with office workflow and collaborate with other departments to ensure data integrity

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
• Familiarity with EPIC software and proficiency in Outlook, Word, and Excel
• Ability to work in a hybrid/remote setting with reliable internet access and a confidential workspace