Property and Casualty 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, creating insurance documents, and liaising with external carriers
• Input changes and file items electronically in the EPIC document management system
• Prepare insurance-related documents and maintain client files in accordance with office procedures

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 is preferred
• Familiarity with EPIC software and proficiency in Outlook, Word, and Excel
• P&C License required within six months of hire