Account Coordinator supporting Account Managers with administrative and processing tasks at NFP. Ensuring excellent service delivery in handling client accounts with a flexible hybrid schedule.
Responsibilities
Assist a team of Account Managers with a wide range of administrative and processing tasks
Ensure the smooth handling of client accounts and promote excellent service delivery
Create and process insurance documents such as ID cards, certificates of insurance, applications, binders, and cancellations
Follow up with insurance carriers on outstanding endorsements and other documentation
Maintain suspense files—both electronic and manual—to track correspondence
Input policy changes (e.g., renewals, endorsements) and file documents electronically using EPIC
Liaise with insurance carriers and escrow companies to gather information and ensure timely resolution
Work collaboratively with team members to meet deadlines and support each other
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
Self-confident to make sound independent decisions
Team player, adaptive to mentoring and continual learning
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