Commercial Lines Account Coordinator

Description

PURPOSE:

This is an ideal opportunity to work at a growing organization with a strong family culture. Shepherd Insurance is a privately-owned insurance agency that has delivered risk management solutions since 1977. With a wide variety of insurance and financial products, we are among the largest independent agencies in the country.

This opportunity at Robley Insurance, a Shepherd Insurance Partner. As a Commercial Lines Account Coordinator within the Shepherd family, you will assist account managers and insurance advisors in the handling and processing of new and renewal commercial lines business in accordance with Agency procedures and guidelines. In addition, you will provide a high level of support in obtaining, maintaining, expanding, and assisting in servicing commercial accounts. With a positive attitude, the Account Management team also provides customer service to clients as assigned and requested.

RESPONSIBILITIES:

• Provide positive, prompt, accurate, and courteous service to account managers and clients, as necessary.
• Maintain electronic and/or paper files in an orderly, up-to-date manner.
• Check manual policies, order loss runs, issue renewal binders, invoices, ID cards and certificates.
• Receive any downloads and communication coming in from carriers that need forwarded to other & receive physical mail & faxes for commercial accounts.
• Scanning and filing in Image Right.
• Maintain all client activity in AMS 360, run suspense lists, follow procedures, and work through download reports.
• Assist in New Business workflow.
• Receive change requests for endorsements and issue all on-demand certificates.
• Perform other related duties as assigned.

Requirements

• Experience: At least two (2) years’ experience in similar position is desirable.
• Education requirement: High school diploma or equivalent (GED) is required. College degree is preferred, not necessary.
• Familiar in a variety of computer software applications including Microsoft Office products (Word, Excel, Outlook, PowerPoint), agency & document managing system.

The above noted job description is not intended to describe, in detail, the multitude of tasks that may be assigned, but rather to give the associate a general sense of the responsibilities and expectations of the position. As the nature of business demands change, so too may the essential functions of this position.

WORKING CONDITIONS/PHYSICAL DEMANDS

Work environment characteristics and physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop; kneel, crouch or crawl; talk or hear; taste or smell. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus. While performing the duties of this job, the employee is not exposed to weather conditions. The noise level in the work environment is usually moderate.