Skip to Main Content

Commercial Insurance Account Coordinator

Responsibilities:
• Communicates daily with clients, leadership and co-workers in a collaborative growing office
• Receives, screens, and routes incoming telephone calls; resolves routine problems requiring knowledge of insurance and company policies and procedures; provides information to our existing and new clients
• Prioritize and execute deliverables to new and existing clients with a sense of urgency
• Prepares files for new and existing business using various software systems
• Documents pertinent data in computer applications
• Deliver service agreements and new account applications
• Conversion of assigned new business
• Interact as the liaison as a service provider to the client
• Supports team cohesiveness through on-going diplomatic effective written and verbal communication
• Performs other duties as assigned

Required Skills:
• Ability to work in a fast-paced environment and be able to handle/prioritize a variety of tasks simultaneously
• Proficient in Microsoft Office Suite; Excel, Word, Outlook, PowerPoint, PDF Viewers
• Multiline phone systems
• Exceptional business telephone demeanor
• Compose and write emails as a business professional
• Pays attention to contract details
• Punctual and consistent attendance to fulfill duties for our team

Personal and Organizational Skills:
• Detailed, well organized, and ability to multi-task
• Ability to work well within a fast paced team environment
• Effective communicator and strong interpersonal skills

Preferred:
• College Degree and/or college courses, not required.
• Work experience in brokerage industry, not required.
• Experience with office management related software a plus
• Speak and read English and Spanish, Bi Lingual a plus
• Willingness to learn and grow into new roles

Salary Range: Negotiable depending on skills during interview.

Respond to this ad:
Assuredpartners Of Florida
Rob Cunningham
rob.cunningham@assuredpartners.com