Personal Risk Account Coordinator

Job Summary

A company is looking for a Personal Risk Account Coordinator to assist account teams with administrative and support functions in client servicing.

Key Responsibilities

• Process service-related transactions initiated by Account Managers, including policy changes and document processing
• Maintain electronic suspense files and assist on various projects as assigned by the Department Manager
• Create and maintain client files in the agency management system and ensure data integrity across departments

Required Qualifications

• 2+ years of administration/operations and customer service experience
• Experience in P&C insurance, particularly Personal Lines coverage, is highly desired
• High School Diploma or GED required; additional education/training preferred
• Experience with EPIC software and proficiency in Outlook, Word, and Excel
• P&C License is not required upon hire but may be required within six months of hire