Commercial Insurance Account Coordinator: Growth & Support

Shepherd Insurance; Greenwood (IN); On-site; USD 42,000 - 60,000; Full time

Job summary

Shepherd Insurance, in Greenwood, Indiana, seeks a Commercial Lines Account Coordinator to support account managers and insurance advisors with new and renewal commercial lines. You will handle policy processing, certificates, and client communications in accordance with agency procedures.

Responsibilities include maintaining files, processing renewals, issuing documents, handling communications from carriers, and supporting the New Business workflow.

Qualifications

• At least two years' experience in a similar position is desirable.
• Proficiency with Microsoft Office (Word, Excel, Outlook, PowerPoint).
• Familiar with agency/document management systems.

Responsibilities

• Provide positive, prompt, accurate service to account managers and clients.
• Maintain electronic/paper files in an orderly, up-to-date manner.
• Check manual policies, order loss runs, issue renewal binders, invoices, ID cards and certificates.
• Receive downloads and communications from carriers; handle mail and faxes for commercial accounts.
• Scan and file in Image Right.
• Maintain client activity in AMS 360; run suspense lists and reports.
• Assist in new business workflow.
• Receive endorsements and issue on-demand certificates.
• Perform other related duties as assigned.

Skills

Two years experience

Microsoft Office

Education

High school diploma or GED

College degree preferred

Job description

Shepherd Insurance, in Greenwood, Indiana, seeks a Commercial Lines Account Coordinator to support account managers and insurance advisors with new and renewal commercial lines. You will handle policy processing, certificates, and client communications in accordance with agency procedures.

Responsibilities include maintaining files, processing renewals, issuing documents, handling communications from carriers, and supporting the New Business workflow.