Account Coordinator Job

Job Description:

Account Coordinator – Commercial Property & Casualty

Location: San Francisco, Los Angeles and other locations in California

Duties

• Handling all renewal needs for the client including ordering loss runs from insurers.
• Process invoicing, endorsements and handle billing questions.
• Must be able to review incoming Certificate requests and process/maintain all certificates needs for clients.
• Handle the ordering and review of all MVR’s and issue Auto ID cards.
• Policy check all renewals and check audits against policies.
• Maintain updates for clients (e.g. vehicle and driver changes, locations, etc.) using our agency management including ordering endorsements system.
• Maintaining diaries for policy binders, policies, endorsements, etc.

Required Skills

• Computer skills: Word, Windows, Excel, Powerpoint proficient.
• Automation proficiency; Use of Intranet, Outlook or other email programs, agency management systems, etc.
• Excellent administrative experience with complex accounts or specific lines of coverage.
• Very good organization skills, ability to multi-task and be flexible to changing priorities.
• Very good communication – oral, written and phone skills and interpersonal skills.
• Accurate and detail oriented. Good math skills.

Required Experience

• Minimum 2-3 years prior insurance-related experience in a brokerage environment.
• Must have basic knowledge of property & casualty insurance.
• Bachelor in Business Administration, a plus.
• Ability to start assuming responsibility for small accounts as assigned.
• Understand urgency and timeliness; able to meet established deadlines in a proactive manner.
• Current CA Fire & Casualty license or obtain within 90 days of hire.