Commercial Lines Client Success Coordinator (Hybrid)

Olivier-Vandyk Insurance Agency Inc.; Sewickley (Allegheny County); Hybrid; USD 42,000 - 56,000; Full time

Job summary

Olivier-Vandyk Insurance Agency Inc. is seeking an Account Coordinator to support the Commercial Lines team, handling policy input, endorsements, and client communications. You will work closely with Account Managers and Sales Agents to manage books of business and certificates.

This role emphasizes accuracy, professional communication, and adherence to insurance requirements, with a hybrid schedule and opportunities for growth within the firm.

Qualifications

• Property & Casualty license required.
• Bachelor’s degree preferred.
• P&C insurance industry experience preferred, but not required.
• Intermediate to Advanced Excel skills (example - formula application and creation).
• Ability to work onsite in a full-time or hybrid capacity (management discretion).
• Ability to comprehend contractual language and compliance with insurance requirements
• Excellent interpersonal skills. Warm, approachable, savvy, and empathetic.
• Extremely strong oral and written communication skills, including the ability to translate “technical speak” in a way that end users at all levels can understand.
• High energy work ethic with ability to work independently while maintaining excellent customer relationships.

Responsibilities

• Support CL Account Managers in managing their books of business.
• Assist Account Managers with client communications via email, phone or mail.
• Entry of policy documents/documentation into the agency management system.
• Help to manage client renewal processes.
• Review policies for accuracy after the quoting and binding process.
• Monitor and help to manage the incoming certificates email inbox and complete certificate requests promptly.
• Monitor and help to manage the incoming queue phone calls.
• Advise clients on proper coverage with policy changes upon request.
• Work and collaborate with the team to ensure client satisfaction.
• Follow insurance laws as well as multiple carrier guidelines and eligibility rules.
• Any other duties and tasks that are required by the Company.

Skills

Interpersonal skills

Oral communication

Written communication

Empathy

Excel proficiency

Education

Bachelor’s degree preferred

Property & Casualty license

Tools

Agency management system

Job description

Olivier-Vandyk Insurance Agency Inc. is seeking an Account Coordinator to support the Commercial Lines team, handling policy input, endorsements, and client communications. You will work closely with Account Managers and Sales Agents to manage books of business and certificates.

This role emphasizes accuracy, professional communication, and adherence to insurance requirements, with a hybrid schedule and opportunities for growth within the firm.