Commercial Lines Account Coordinator
Jonus Group, Charlotte, North Carolina, United States, 28245
Commercial Lines Account Coordinator
Job Summary
Seeking a highly motivated Commercial Lines Account Coordinator to join a dynamic team. The successful candidate will support the Commercial Lines team by providing exceptional service and ensuring the efficient management of client accounts. Strong organizational, detail-oriented, and communication skills are essential for this role. Responsibilities
Provide day-to-day administrative support to the Commercial Lines account management team. Assist with managing a portfolio of commercial insurance accounts, ensuring accuracy and timeliness. Prepare proposals, certificates of insurance, and policy documents in coordination with Account Managers. Deliver outstanding customer service by responding to client inquiries, resolving issues, and maintaining strong relationships. Collaborate with insurance carriers and underwriters to obtain and review quotes, endorsements, and policy changes. Maintain accurate records of all client interactions, policy renewals, and updates using the agency’s management system. Identify potential opportunities to cross-sell or up-sell additional insurance products to clients. Stay informed about industry trends, policy changes, and emerging risks to better serve clients. Support compliance initiatives and adhere to company procedures, ensuring accuracy and regulatory compliance. Qualifications/Requirements
High school diploma or equivalent; Bachelor’s degree in business, finance, or a related field preferred. Minimum of 2 years’ experience in insurance, account management, or a related role, preferably in Commercial Lines. Property & Casualty insurance license (or ability to obtain within 3 months of hire). Exceptional organizational and time-management skills with high attention to detail. Strong written and verbal communication skills, with the ability to build positive client relationships. Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and familiarity with insurance agency management software (such as AMS360, Applied Epic, or similar). A proactive problem-solving attitude with the ability to manage multiple tasks and deadlines effectively. Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.
#J-18808-Ljbffr
Job Summary
Seeking a highly motivated Commercial Lines Account Coordinator to join a dynamic team. The successful candidate will support the Commercial Lines team by providing exceptional service and ensuring the efficient management of client accounts. Strong organizational, detail-oriented, and communication skills are essential for this role. Responsibilities
Provide day-to-day administrative support to the Commercial Lines account management team. Assist with managing a portfolio of commercial insurance accounts, ensuring accuracy and timeliness. Prepare proposals, certificates of insurance, and policy documents in coordination with Account Managers. Deliver outstanding customer service by responding to client inquiries, resolving issues, and maintaining strong relationships. Collaborate with insurance carriers and underwriters to obtain and review quotes, endorsements, and policy changes. Maintain accurate records of all client interactions, policy renewals, and updates using the agency’s management system. Identify potential opportunities to cross-sell or up-sell additional insurance products to clients. Stay informed about industry trends, policy changes, and emerging risks to better serve clients. Support compliance initiatives and adhere to company procedures, ensuring accuracy and regulatory compliance. Qualifications/Requirements
High school diploma or equivalent; Bachelor’s degree in business, finance, or a related field preferred. Minimum of 2 years’ experience in insurance, account management, or a related role, preferably in Commercial Lines. Property & Casualty insurance license (or ability to obtain within 3 months of hire). Exceptional organizational and time-management skills with high attention to detail. Strong written and verbal communication skills, with the ability to build positive client relationships. Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and familiarity with insurance agency management software (such as AMS360, Applied Epic, or similar). A proactive problem-solving attitude with the ability to manage multiple tasks and deadlines effectively. Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.
#J-18808-Ljbffr