TAPS | Personal Lines Account Coordinator - Private Clients
Hirewell, Concord, Massachusetts, us, 01742
Concord, Massachusetts
Direct Hire
Salary Range : $6,000,000 - $6,500,000
Benefits : Full Medical Day 1 3,5% Match 401k 13 paid Holidays Flexible PTO
Personal Lines Account Coordinator - Private Client Group
The Personal Lines Account Coordinator supports the Account Mangers in the Private Client Group by providing comprehensive administrative to support to assist them with their daily tasks and responsibilities.
Responsibilities:
Take part in the new business process by gathering quotes and crafting thoughtful proposals Help with renewals by preparing documents, updating client details, and following up on any pending items Handle customer policy changes with care and efficiency to ensure timely updates Stay in touch with carriers and clients to keep transactions moving smoothly Keep records neat and accurate within the agency management system Team up with account managers on administrative tasks to deliver top-notch service Requirements:
Strong attention to detail Positive, can-do attitude Self-motivated, flexible and disciplined Ability to work independently as well as in team environment Excellent verbal and written communication skills Strong organizational skills Ability to thrive in fast-paced production environment Experience:
2+ years' applicable job experience, preferred Proficient with Microsoft Office products, required Prior experience in broker agency or benefit administration firm, preferred Familiarity with insurance carrier websites, preferred Proven track record in customer service; preferred Bachelor's Degree, preferred Familiarity with database applications, a plus
Direct Hire
Salary Range : $6,000,000 - $6,500,000
Benefits : Full Medical Day 1 3,5% Match 401k 13 paid Holidays Flexible PTO
Personal Lines Account Coordinator - Private Client Group
The Personal Lines Account Coordinator supports the Account Mangers in the Private Client Group by providing comprehensive administrative to support to assist them with their daily tasks and responsibilities.
Responsibilities:
Take part in the new business process by gathering quotes and crafting thoughtful proposals Help with renewals by preparing documents, updating client details, and following up on any pending items Handle customer policy changes with care and efficiency to ensure timely updates Stay in touch with carriers and clients to keep transactions moving smoothly Keep records neat and accurate within the agency management system Team up with account managers on administrative tasks to deliver top-notch service Requirements:
Strong attention to detail Positive, can-do attitude Self-motivated, flexible and disciplined Ability to work independently as well as in team environment Excellent verbal and written communication skills Strong organizational skills Ability to thrive in fast-paced production environment Experience:
2+ years' applicable job experience, preferred Proficient with Microsoft Office products, required Prior experience in broker agency or benefit administration firm, preferred Familiarity with insurance carrier websites, preferred Proven track record in customer service; preferred Bachelor's Degree, preferred Familiarity with database applications, a plus