TAPS | Personal Lines Account Coordinator – Private Clients

Personal Lines Account Coordinator – Private Client Group 

The Personal Lines Account Coordinator supports the Account Mangers in the Private Client Group by providing comprehensive administrative to support to assist them with their daily tasks and responsibilities. 

Responsibilities: 

• Take part in the new business process by gathering quotes and crafting thoughtful proposals
• Help with renewals by preparing documents, updating client details, and following up on any pending items
• Handle customer policy changes with care and efficiency to ensure timely updates
• Stay in touch with carriers and clients to keep transactions moving smoothly
• Keep records neat and accurate within the agency management system
• Team up with account managers on administrative tasks to deliver top-notch service

Requirements:

• Strong attention to detail
• Positive, can-do attitude
• Self-motivated, flexible and disciplined
• Ability to work independently as well as in team environment
• Excellent verbal and written communication skills
• Strong organizational skills
• Ability to thrive in fast-paced production environment

Experience:

• 2+ years’ applicable job experience, preferred
• Proficient with Microsoft Office products, required
• Prior experience in broker agency or benefit administration firm, preferred
• Familiarity with insurance carrier websites, preferred
• Proven track record in customer service; preferred
• Bachelor’s Degree, preferred
• Familiarity with database applications, a plus