Personal Lines Account Coordinator

Shepherd Insurance; Sarasota (FL); On-site; USD 42,000 - 54,000; Full time

Job summary

Shepherd Insurance is seeking a Personal Lines Account Coordinator in Sarasota, FL. You will support account managers and insurance advisors with new and renewal personal lines processing, AMS 360 data, and client communications.

The role emphasizes accuracy, organization, and customer service while adhering to agency procedures and E&O guidelines; a current P&C license is required or you must be willing to obtain one.

Qualifications

• High school diploma or GED required; college degree preferred but not required.
• Current P&C license or willingness to become licensed.
• Proficiency with AMS 360 and MS Office applications.

Responsibilities

• Provide positive, prompt, accurate, and courteous service to account managers and clients.
• Maintain client activity in AMS 360 and follow agency procedures.
• Keep electronic/paper files organized and up-to-date.
• Assist in handling new and renewal personal lines business.

Skills

P&C license

Customer service

Communication

Education

High school diploma or GED

College degree preferred

Tools

AMS 360

Agency management system

Microsoft Office

Job description

PURPOSE

This is an ideal opportunity to work at a growing organization with a strong family culture. Shepherd Insurance is a privately-owned insurance agency that has delivered risk management solutions since 1977. With a wide variety of insurance and financial products, we are among the largest independent agencies in the country.

Description

PURPOSE

This is an ideal opportunity to work at a growing organization with a strong family culture. Shepherd Insurance is a privately-owned insurance agency that has delivered risk management solutions since 1977. With a wide variety of insurance and financial products, we are among the largest independent agencies in the country.

As a Personal Lines Account Coordinator within the Shepherd family, you will assist account managers and insurance advisors in the handling and processing of new and renewal personal lines business in accordance with Agency procedures and guidelines. In addition, you will provide a high level of support in obtaining, maintaining, expanding, and assisting in servicing personal accounts. With a positive attitude, the Account Management team also provides customer service to clients as assigned and requested.

Responsibilities

• Provide positive, prompt, accurate, and courteous service to account managers and clients, as necessary through consistent communication.
• Maintain all client activity in AMS 360, run suspense lists, follow procedures, work through download reports and follow Agency E&O guidelines.
• Maintain electronic and/or paper files in an organize, up-to-date manner.
• Perform other related duties as assigned.

Requirements

• Current P&C license or willingness to become licensed.
• Education requirement: High school diploma or equivalent (GED) is required. College degree is preferred, not necessary.
• Familiar in a variety of computer software applications including Microsoft Office products (Word, Excel, Outlook, PowerPoint), agency & document managing system.

The above noted job description is not intended to describe, in detail, the multitude of tasks that may be assigned, but rather to give the associate a general sense of the responsibilities and expectations of the position. As the nature of business demands change, so too may the essential functions of this position.

AMERICANS WITH DISABILITY SPECIFICATIONS

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop, kneel, crouch or crawl; talk or hear; taste or smell. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.

Work Environment

Work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is not exposed to weather conditions. The noise level in the work environment is usually moderate.