Personal Lines Account Coordinator

Job Summary

Providing administrative support to account teams, the full-time Personal Lines Account Coordinator will assist with data entry, quality control, and client file management in a hybrid role based in the Atlantic region or remotely.

Key responsibilities:

• Perform quality control after Account Managers service customers, ensuring accuracy in policy writing and changes
• Maintain electronic suspense files and assist with various projects as assigned by the Department Manager
• Develop and demonstrate working knowledge of carrier websites and perform policy checking

Required qualifications:

• Minimum of 2 years of administrative/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 and confidential workspace with stable high-speed internet access