Personal Lines Account Coordinator

Job Summary

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

Key responsibilities:

• Provide quality control after Account Managers service customers, ensuring accurate 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 while ensuring data integrity

Required qualifications:

• Minimum of 2 years of administration/operations and customer service experience
• Experience in Property & Casualty insurance, particularly Personal Lines coverage, is preferred
• High School Diploma or GED required; additional education or training is a plus
• 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