Shepherd Insurance
Commercial Lines Account Coordinator
Shepherd Insurance, Carmel, Indiana, United States, 46033
Commercial Lines Account Coordinator – Shepherd Insurance
Shepherd Insurance is a privately‑owned insurance agency that has delivered risk management solutions since 1977. With a wide variety of insurance and financial products, we are among the largest independent agencies in the country.
Purpose This is an ideal opportunity to work at a growing organization with a strong family culture. Shepherd Insurance values teamwork and professional growth while providing comprehensive risk management solutions.
Description As a Commercial Lines Account Coordinator within the Shepherd family, you will assist account managers and insurance advisors in handling and processing new and renewal commercial lines business in accordance with agency procedures and guidelines. You will provide a high level of support in obtaining, maintaining, expanding, and servicing commercial accounts. Your role also includes delivering excellent customer service to clients as requested.
Responsibilities
Provide positive, prompt, accurate, and courteous service to account managers and clients as necessary.
Maintain electronic and/or paper files in an orderly, up‑to‑date manner.
Check manual policies, order loss runs, issue renewal binders, invoices, ID cards, and certificates.
Receive any downloads and communications from carriers that need forwarding to others; also receive physical mail and faxes for commercial accounts.
Scan and file documents in Image Right.
Maintain all client activity in AMS 360, run suspense lists, follow procedures, and work through download reports.
Assist in new business workflow.
Receive change requests for endorsements and issue all on‑demand certificates.
Perform other related duties as assigned.
Requirements
At least two (2) years’ experience in a similar position is desirable.
High school diploma or equivalent (GED) is required. College degree is preferred but not necessary.
Familiarity with a variety of computer software applications including Microsoft Office products (Word, Excel, Outlook, PowerPoint) and agency/document management systems.
Physical Demands & Work Environment The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is occasionally required to stand, walk, sit, use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop, kneel, crouch or crawl; talk or hear; taste or smell. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus. Work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is not exposed to weather conditions. The noise level in the work environment is usually moderate.
Seniority Level Entry level
Employment Type Full‑time
Job Function Sales and Business Development
Industry Insurance
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Purpose This is an ideal opportunity to work at a growing organization with a strong family culture. Shepherd Insurance values teamwork and professional growth while providing comprehensive risk management solutions.
Description As a Commercial Lines Account Coordinator within the Shepherd family, you will assist account managers and insurance advisors in handling and processing new and renewal commercial lines business in accordance with agency procedures and guidelines. You will provide a high level of support in obtaining, maintaining, expanding, and servicing commercial accounts. Your role also includes delivering excellent customer service to clients as requested.
Responsibilities
Provide positive, prompt, accurate, and courteous service to account managers and clients as necessary.
Maintain electronic and/or paper files in an orderly, up‑to‑date manner.
Check manual policies, order loss runs, issue renewal binders, invoices, ID cards, and certificates.
Receive any downloads and communications from carriers that need forwarding to others; also receive physical mail and faxes for commercial accounts.
Scan and file documents in Image Right.
Maintain all client activity in AMS 360, run suspense lists, follow procedures, and work through download reports.
Assist in new business workflow.
Receive change requests for endorsements and issue all on‑demand certificates.
Perform other related duties as assigned.
Requirements
At least two (2) years’ experience in a similar position is desirable.
High school diploma or equivalent (GED) is required. College degree is preferred but not necessary.
Familiarity with a variety of computer software applications including Microsoft Office products (Word, Excel, Outlook, PowerPoint) and agency/document management systems.
Physical Demands & Work Environment The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is occasionally required to stand, walk, sit, use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop, kneel, crouch or crawl; talk or hear; taste or smell. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus. Work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is not exposed to weather conditions. The noise level in the work environment is usually moderate.
Seniority Level Entry level
Employment Type Full‑time
Job Function Sales and Business Development
Industry Insurance
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