Insurance Account Coordinator

Job Summary

A company is looking for an Account Coordinator to join its team in a remote capacity.

Key Responsibilities

• Assist insurance brokers with client service and account management tasks, including proposals and policy issuance
• Maintain proactive communication with clients, carriers, and internal teams
• Utilize the Agency Management System to manage client data, documentation, and billing

Required Qualifications

• Bachelor's degree preferred; relevant experience also considered
• Ability to obtain an insurance license within 3 months of hire
• High comfort level with Microsoft Office Suite
• Prior customer service or administrative experience is a plus
• Team-player attitude with flexibility and a proactive mindset