Account Coordinator role at NFP managing administrative tasks for client accounts. Involves quality control and collaboration with various departments to ensure data integrity.
Responsibilities
Provide quality control after Account Managers service customers as a result of writing policies, making changes, etc.
Maintains electronic suspense files in Epic as part of daily work management
Will assist on various projects as needed and assigned by Department Manager
Develops, maintains, and demonstrates working knowledge with our numerous carriers including their websites
Performs policy checking
Creates and maintains client files in the agency management system in accordance with office workflow and procedures
Work with other departments to ensure data integrity
Requirements
2+ years of administration/ops and customer service experience
Experience in P&C insurance, especially Personal Lines coverage, is highly desired
HS Diploma or GED required: additional education/training preferred
Experience in insurance and EPIC software is desired
Proficiency in Outlook, Word, and Excel
Good written and verbal communication skills
Self-confident to make sound independent decisions
Ability to successfully interact with a variety of stakeholders
Team player, adaptive to mentoring and continual learning
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