Personal Lines Account Coordinator

Job Summary

Assisting account teams with administrative support, the full-time Personal Lines Account Coordinator will gather and input data, maintain client files, and ensure quality control for new and renewal accounts 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 procedures, 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 in a reliable, confidential, and interruption-free workspace with stable high-speed internet access