Insurance Account Coordinator

MOHR Talent; Toms River (NJ); On-site; USD 60,000 - 80,000; Full time

Job summary

A leading insurance organization in Toms River, NJ is seeking an experienced Account Manager to support clients and assist with insurance operations. The role includes helping clients with their insurance policies, processing applications, and providing excellent customer service. Ideal candidates will have 3-5 years of experience in an insurance brokerage, strong communication skills, and the ability to manage multiple tasks in a fast-paced environment. This is a great opportunity to work in a dynamic team and enhance client relationships.

Qualifications

• 3–5 years of experience working in an insurance brokerage or agency.
• Experience supporting clients throughout the insurance policy lifecycle.
• Comfortable handling a high volume of client calls.

Responsibilities

• Respond to client questions regarding insurance policies and claims.
• Build strong relationships with clients for ongoing support.
• Review insurance claims and ensure documentation is complete.
• Maintain accurate records of insurance policies and changes.
• Help clients complete insurance applications and review forms.
• Enter and update client and policy information in the system.
• Ensure all work follows company procedures and insurance regulations.
• Work closely with underwriters and other insurance professionals.

Skills

Strong communication and customer service skills

Experience using Google Workspace

Experience using Applied EPIC

Highly organized and detail-oriented

Ability to manage multiple tasks

Strong problem-solving skills

Education

High school diploma

Associate’s degree or degree in Business, Insurance, or a related field

Job description

Overview

A growing organization is looking for an Account Manager to support clients and assist with insurance operations. This role focuses on helping clients with their insurance policies, processing applications, maintaining accurate records, and providing excellent customer service. This is a great opportunity for someone with experience in an insurance brokerage environment who enjoys working with clients and managing policy details.

Responsibilities

• Customer Support
  • Respond to client questions by phone or email regarding insurance policies, coverage, and claims.
  • Help clients with policy applications, renewals, and updates.
• Client Relationship Management
  • Build strong relationships with clients and provide ongoing support.
  • Assist clients throughout the entire policy lifecycle, from initial inquiries to renewals.
• Claims Assistance
  • Review insurance claims and ensure required documentation is complete.
  • Work with adjusters and internal teams to help resolve claims.
• Policy Administration
  • Maintain accurate records of insurance policies, changes, and endorsements.
  • Prepare and distribute policy documents and certificates of insurance.
• Application Processing
  • Help clients complete insurance applications and collect required documents.
  • Review forms for accuracy and submit applications to insurance carriers.
• Data & Reporting
  • Enter and update client and policy information in the company system.
  • Assist with reports and data tracking when needed.
• Compliance & Quality
  • Ensure all work follows company procedures and insurance regulations.
  • Review records regularly to ensure accuracy and compliance.
• Team Support
  • Work closely with underwriters, agents, and other insurance professionals to support policy processing and client service.

Qualifications

Education

• High school diploma required
• Associate’s degree or degree in Business, Insurance, or a related field is a plus

Experience

• 3–5 years of experience working in an insurance brokerage or agency
• Experience supporting clients throughout the insurance policy lifecycle
• Comfortable handling a high volume of client calls

Preferred Experience

• Experience working with insurance carriers and wholesale brokers
• Property & Casualty (P&C) Insurance Producer License

Skills

• Strong communication and customer service skills
• Experience using Google Workspace and Applied EPIC
• Highly organized and detail-oriented
• Ability to manage multiple tasks and work in a fast-paced environment
• Strong problem-solving skills

MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at [e-mail]