Job Summary:

The Commercial Lines Account Coordinator will be responsible for working in a team setting to assist with current and new accounts.

Duties/Responsibilities:

– Creating/updating spreadsheets, schedules and other documents

– Create and format proposals

– Issue COI’s/EPI’s

– Review policy schedules

– Billings/Invoicing

– Set up marketing submissions

– Assist with completing applications

– Claim and Endorsement follow up

– Process Endorsements

– Assist Department with special projects as needed

Qualifications:

– P&C license required

– 2 years of experience (minimum) in Commercial Insurance preferred

– Proficiency in Microsoft Word and Excel required, PowerPoint experience preferred

– Experience in Applied Systems/Applied Epic preferred

– Ability to organize, prioritize and multitask required

– Excellent communication and interpersonal skills to establish and maintain relationships with affluent clients.

– Demonstrated ability to work independently, manage multiple priorities, and meet deadlines.

– College degree in a related field, such as finance or insurance is a plus.

Competitive Compensation and Benefits:

– Competitive salary based on experience and qualifications.

– Hybrid work schedule is preferred but will consider remote.

– Flexible office hours

– Group benefits for health, dental, vision, long-term disability, and life insurance.

– Flexible spending and health savings accounts.

– 401(k) retirement plan with company contribution.

– Training and paid education benefits (designations, CE, etc.)

– Paid time off (PTO) for vacation and personal days. Bonus birthday holiday.

– 13 full holidays plus 5 days that we close at 12 Noon prior to full-day holidays

– Opportunities for career advancement and professional development.

– A supportive and inclusive company culture that values diversity and teamwork.

Joining our team as a Private Client Account Executive – High Net Worth Personal Insurance Professional offers an exciting opportunity to work with discerning clients, provide invaluable protection for their assets, and contribute to their peace of mind. If you have a passion for delivering exceptional service and possess the expertise to cater to the insurance needs of high-net-worth individuals, we would love to hear from you.