North Carolina Licensed Account Coordinator

Job Summary

A company is looking for a Commercial Lines Account Coordinator to assist the Client Services Managers and Account Executives in servicing client accounts.

Key Responsibilities

• Creates and maintains client files and prepares necessary documentation under senior staff direction
• Compiles data for proposals and assists in preparing coverage checklists
• Verifies accuracy of documentation and processes endorsements while following up with carriers

Required Qualifications

• Minimum one year of Commercial Lines Insurance experience preferred
• High School diploma or equivalent required; college education preferred
• Experience with EPIC Agency Management System or similar CRMs is strongly preferred
• Understanding of policies, endorsements, and loss-runs is preferred
• Insurance Risk degree or related training is preferred