Account Coordinator at Stephen Gould facilitating client portfolios and order management in a hybrid role. Collaborating with internal teams and external clients for superior service and product solutions.
About the role
- 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
- Solid analytical and problem-solving skills
- Strong emphasis on attention to detail
- Strong priority management skills
- P&C License is a plus
Benefits
- PTO & paid holidays
- 401(k) with match
- exclusive discount programs
- health & wellness programs
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