Job Title: Account Coordinator
Department: Commercial Lines
Reports to: Account Executive
FLSA Status: Non-exempt
Job Code: CL14ACRN
Summary The Account Coordinator assists the Account Executive or Account Representative and other department personnel by processing work associated with insurance accounts, such as issuing certificates of insurance, rating, data entry, renewal preparation and other tasks by performing the following duties.
Essential Duties and Responsibilities include the following. Other duties may be assigned.
Enters accurate client information into system applications.
Processes change requests, follows up with carriers as needed, reviews endorsements for accuracy, and generates accurate invoices. Creates general correspondence to carriers and clients.
Sets up Notice of Cancellations and Reinstatements. Processes final cancellations. Processes final audits and sends to insured. Updates Lost Business spreadsheet.
Issues certificates of insurance and evidences of property.
Prepares policies, renewals and other documents for delivery to insured.
Rates lines of coverage as needed.
Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience
One-year certificate from college or technical school; or three to six months related experience and/or training; or equivalent combination of education and experience. Basic understanding of underwriting and insurance coverages.
Ability to read and interpret documents such as insurance policies, Agency policies and procedures, and safety rules. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of organization.
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages.
Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.
To perform this job successfully, an individual should have knowledge of agency management software; Internet software; Spreadsheet software and Word Processing software.