Personal Lines Account Coordinator

Job Summary

To support a hybrid schedule, the full-time Personal Lines Account Coordinator will assist account teams by providing administrative support, managing client data, and ensuring quality control for new and renewal accounts.

Key responsibilities

• Provide 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
• Create and maintain client files in the agency management system while collaborating with other departments to ensure data integrity

Required qualifications

• Minimum of 2 years of administration/operations and customer service experience
• Experience in Property & Casualty insurance, particularly Personal Lines coverage, preferred
• High School Diploma or GED required; additional education/training is preferred
• Familiarity with EPIC software and proficiency in Outlook, Word, and Excel
• Ability to work in a reliable, confidential, and interruption-free environment with stable high-speed internet access