Account Coordinator
Insight Global, Orlando, FL, United States
A large, full-service insurance brokerage is seeking an Insurance Coordinator to support a growing book of business within the construction and specialty trades space. This role supports commercial clients with a focus on pool service, custom homebuilder, and construction-related accounts. The coordinator will manage a smaller commercial book and handle day-to-day policy servicing while continuing to build deeper exposure to endorsements and construction-specific coverages. Manage and service a smaller commercial book of business ($800K-$1.5M in revenue)
Handle certificates of insurance (COIs), including construction-related requirements
Process endorsements, cancellations, and policy changes
Follow up on cancellation notices and ensure timely resolution
Provide backend account support; limited to no direct client-facing responsibilities
Support construction and pool-related commercial accounts
Utilize Applied Epic for policy administration and account management
Collaborate with internal producers and account teams to maintain service standards
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.
Required Skills & Experience
2-3 years of experience in insurance customer service or account management Experience supporting commercial or personal lines accounts Familiarity with COIs and policy servicing workflows Experience managing or supporting a book of business Exposure to construction-related accounts or specialty lines Working knowledge of Applied Epic or similar agency management systems Strong organizational skills and attention to detail
Nice to Have Skills & Experience
440 Insurance License 215/230 insurance license ACSR - Accredited Customer Service Representative
Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.
Required Skills & Experience
2-3 years of experience in insurance customer service or account management Experience supporting commercial or personal lines accounts Familiarity with COIs and policy servicing workflows Experience managing or supporting a book of business Exposure to construction-related accounts or specialty lines Working knowledge of Applied Epic or similar agency management systems Strong organizational skills and attention to detail
Nice to Have Skills & Experience
440 Insurance License 215/230 insurance license ACSR - Accredited Customer Service Representative
Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.