We are seeking an experienced Account Coordinator for our South Coast Metro branch office.

Job Summary:  The Account Coordinator will be responsible for day to day servicing a book of accounts and marketing of renewals as well as to provide general administrative support to the Commercial Lines Department.

Additional Responsibilities:  As required

o Service an assigned book of business;
o Order Interim Loss Runs;
o Submit application online to identified insurers for new business and renewal business; submit renewals no less than 90 days before effective date: quote risk as the insurer’ online system allows;
o Update applications in TAM as part of the renewal and/or change request procedures;
o Process endorsements including invoicing.
o Update Excel spreadsheets as instructed for certain clients;
o Process renewal invoicing as instructed for certain clients;
o Order MVR reports and/or Process Auto ID Cards in the event a Technical Assistant is not available;
o Pull policies and endorsement documents from insurers’ online systems;
o Assemble and bind proposals/summaries;
o Attend team meetings and training sessions as required;
o Manage open activities to meet appropriate timeframes as outlined in the workflow procedures manual;
o Process assigned transactions properly as outlined in the workflow procedure manual including but not limited to activity management and file attachment;
o Process exception report corrections within 2 business days;
o Issue Certificates of Insurance accurately no later than within 24 hours of receipt; ideally within 2 hours;
o Process exception report correction within 2 business days;
o Go into office 1-2 days/week to open and scan mail (if any); inventory and order supplies, assure personal protective supplies are readily available around the office;
o Perform other administrative tasks as assigned by Branch Manager.

• One to two years of clerical experience, preferably in the insurance area
• Excellent organizational and communication skills
• Ability to prioritize multiple tasks
• Ability to coordinate workload of department
• Excellent MS Word and Excel skills, DOS experience preferred
• Insurance License, required.
• Desirable: High School Diploma or AA Degree/Certification