Private Client Account Coordinator

Job Summary

A company is looking for a Private Client Account Coordinator for the Northeast Region (Hybrid or Remote).

Key Responsibilities

• Assist Account Executives with processing endorsements and creating insurance documentation
• Liaise with external carriers and escrow companies, and follow up on outstanding policy endorsements
• Maintain client files and assist with various projects as directed by the Department Manager

Required Qualifications

• 2+ years of administration/operations and customer service experience
• Experience in P&C insurance, particularly Private Client Group coverage, is preferred
• High School Diploma or GED required; additional education/training preferred
• Experience with EPIC software and proficiency in Outlook, Word, and Excel
• P&C License required within six months of hire