Greene Resources
Commercial Lines Account Coordinator
Location: Greensboro, NC (Onsite)
Pay: $22/hour
Type: Full-time; Contract to Hire
Schedule: Monday - Friday
Education: High school diploma or equivalent is required. Property & Casualty Insurance License, or the ability to obtain within the first 6 months of employment, is required.
Greene Resources is seeking a Commercial Lines Account Coordinator to join a growing and dynamic team. This role supports Account Advisors and Client Executives by assisting with service needs and making changes to existing accounts. The Commercial Lines Account Coordinator will learn specific service and marketing responsibilities and may have the opportunity to participate in special projects as needed.
The ideal candidate is proactive, detail-oriented, and driven by accuracy, with a strong ability to learn new concepts quickly. This individual thrives in a fast-paced environment, excels at troubleshooting and problem-solving, and consistently follows up to ensure tasks are completed. The role requires the ability to manage multiple priorities, coordinate effectively with a team, and communicate professionally and clearly with clients, colleagues, and other business contacts.
Job Description
Provide technical support to Account Advisor(s) in servicing client needs.
Complete applications in coordination with Account Advisor(s); assist in submittal of applications to carriers and follow up to ensure timely receipt of quotations and policies.
Complete renewal reviews for upcoming renewal accounts in accordance with Sentinel’s timelines and procedures.
Prepare master certificates and other related items; verify for accuracy; forward to holders and client with appropriate correspondence.
Prepare summaries of insurance, schedules and proposals as needed.
Process renewals in coordination with Account Advisor(s) according to agency procedures.
Review audits of policies; verify accuracy and facilitate corrections when necessary, including invoicing and delivery to the insured.
Process incoming mail, phone and email requests, responding promptly and appropriately in accordance with Sentinel service standards.
Process billings; follow up on cancellations requests to carriers to ensure accurate and timely resolution; maintain agency in financial equity whenever possible.
Prepare premium allocations, manual invoices, and premium finance agreements for clients as needed.
Review and maintain suspense daily to adhere to Sentinel’s standard operating procedures.
Other service-related items as they arise especially for training purposes to further agency or insurance knowledge.
Position Requirements
Ability to analyze complex insurance situations, needs, and options and communicate these options both verbally and in writing in a clear, concise manner.
Ability to understand written and oral communication and interpret abstract information.
Ability to work in a fast-paced environment, working with multiple teams and associates.
Ability to perform a large number of multiple-step complex tasks with accuracy and speed.
Introductory knowledge of insurance products, markets and underwriting procedures.
Ability to carry out complex tasks with many concrete and abstract variables.
Strong computer skills and familiarity with tools such as Outlook, Excel, Word, and AMS.
Ability to manage complex projects simultaneously.
Ability to work independently of the Account Manager and take the lead on specific elements of client servicing when necessary.
We are proud to be an Equal Employment Opportunity and Affaitive Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.
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Pay: $22/hour
Type: Full-time; Contract to Hire
Schedule: Monday - Friday
Education: High school diploma or equivalent is required. Property & Casualty Insurance License, or the ability to obtain within the first 6 months of employment, is required.
Greene Resources is seeking a Commercial Lines Account Coordinator to join a growing and dynamic team. This role supports Account Advisors and Client Executives by assisting with service needs and making changes to existing accounts. The Commercial Lines Account Coordinator will learn specific service and marketing responsibilities and may have the opportunity to participate in special projects as needed.
The ideal candidate is proactive, detail-oriented, and driven by accuracy, with a strong ability to learn new concepts quickly. This individual thrives in a fast-paced environment, excels at troubleshooting and problem-solving, and consistently follows up to ensure tasks are completed. The role requires the ability to manage multiple priorities, coordinate effectively with a team, and communicate professionally and clearly with clients, colleagues, and other business contacts.
Job Description
Provide technical support to Account Advisor(s) in servicing client needs.
Complete applications in coordination with Account Advisor(s); assist in submittal of applications to carriers and follow up to ensure timely receipt of quotations and policies.
Complete renewal reviews for upcoming renewal accounts in accordance with Sentinel’s timelines and procedures.
Prepare master certificates and other related items; verify for accuracy; forward to holders and client with appropriate correspondence.
Prepare summaries of insurance, schedules and proposals as needed.
Process renewals in coordination with Account Advisor(s) according to agency procedures.
Review audits of policies; verify accuracy and facilitate corrections when necessary, including invoicing and delivery to the insured.
Process incoming mail, phone and email requests, responding promptly and appropriately in accordance with Sentinel service standards.
Process billings; follow up on cancellations requests to carriers to ensure accurate and timely resolution; maintain agency in financial equity whenever possible.
Prepare premium allocations, manual invoices, and premium finance agreements for clients as needed.
Review and maintain suspense daily to adhere to Sentinel’s standard operating procedures.
Other service-related items as they arise especially for training purposes to further agency or insurance knowledge.
Position Requirements
Ability to analyze complex insurance situations, needs, and options and communicate these options both verbally and in writing in a clear, concise manner.
Ability to understand written and oral communication and interpret abstract information.
Ability to work in a fast-paced environment, working with multiple teams and associates.
Ability to perform a large number of multiple-step complex tasks with accuracy and speed.
Introductory knowledge of insurance products, markets and underwriting procedures.
Ability to carry out complex tasks with many concrete and abstract variables.
Strong computer skills and familiarity with tools such as Outlook, Excel, Word, and AMS.
Ability to manage complex projects simultaneously.
Ability to work independently of the Account Manager and take the lead on specific elements of client servicing when necessary.
We are proud to be an Equal Employment Opportunity and Affaitive Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.
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