Posted on: January 27, 2023
The Account Coordinator assists the Account Executive or Account
Representative and other department personnel by processing work
associated with insurance clients, such as issuing certificates of
insurance, rating, data entry, renewal preparation and other tasks
by performing the following duties.
THE IDEAL CANDIDATE
You enjoy problem solving with great, customer-service minded
Teamwork is part of your DNA and you are looking for a great
opportunity to be a part of a team, learn from senior team members,
and have a great career path
You have great communication skills (verbal & written) and are
dependable to get the job done
If this sounds like you, we invite you to keep reading and
Please note that the duties below can vary based on the workflow of
your local office.
Enters accurate client information into agency management
Processes change requests, follows up with carriers as needed,
reviews endorsements for accuracy, and generates accurate
Creates correspondence to carriers and clients. Sets up Notice of
Cancellations and Reinstatements. Processes final cancellations.
Process final audits and sends to insured.
Updates lost business spreadsheet.
Issues certificates of insurance and evidences of property.
Prepares policy binder, renewals, and other documents for delivery
Rates lines of coverage as needed.
Updates driver, equipment and vehicle schedule and makes MVR
requests if required.
Other duties as assigned.
Travel is expected to be negligible in this role.
Advanced degree from college or technical school; or 1-3 years of
related experience and/or training; or equivalent combination of
education and experience
Strong organization and communication skills
Tech savvy; ability to learn multiple software systems
Knowledge of Internet software; spreadsheet software, PowerPoint,
word processing software and Microsoft Outlook
GROW, WITH US
AssuredPartners is passionate about fueling our clients' innovation
and growth. That makes us the perfect place for creative, dynamic
people who want to grow their career while helping businesses,
families and people thrive.
We're proud to be the fastest-growing independent insurance broker
in America, but we're even prouder of the honest, caring
relationships that our employees build with our clients every
Working with us will give you the opportunity to do work that
matters while you learn with us, advance with us, and most
importantly, grow with us.
AssuredPartners is committed to embracing diversity, equity and
inclusion to create a workplace that welcomes and thrives on the
unique experiences, perspectives and contributions of all team
members. AssuredPartners is bringing the best people and most
diverse talent forward to drive growth, innovate and think
Keywords: AssuredPartners, Dubuque , Account Coordinator, Other , Dubuque, Iowa
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