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Commercial Lines Account Coordinator

Company: AssuredPartners Inc.
Location: White Plains
Posted on: March 9, 2023

Job Description:

AssuredPartners, is looking for a Commercial Lines Account Coordinator to assist 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. - This is a great opportunity to learn from the ground up!
The Ideal Candidate

  • You enjoy problem solving with great, customer-service minded solutions
  • 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 apply!

    • Client Support:

      • Creates correspondence to carriers and clients, including transmission of final audits, policy binders, renewals, and other routine written communications.
      • Provide administrative support in the form of front desk coverage and other duties.

      • Account Management:

        • Enters accurate client information into agency management system and exports data as needed.
        • Partners to create, maintain, and audit client and prospect data throughout various agency systems.
        • Processes change requests, follows up with carriers as needed, reviews endorsements for accuracy, and generates accurate invoices.
        • Prepares Notices of Cancellations and Reinstatements. Processes final cancellations.
        • Issues certificates of insurance and evidences of property.
        • Updates driver, equipment and vehicle schedule and makes MVR requests if required.
        • Manage assorted administrative tasks related to account maintenance, as required.

        • Insurance Expertise:

          • Actively engage in learning; study industry trends. Seeks out self-directed learning to increase industry knowledge.
          • Maintains carrier updates and bulletins in a shared document environment.

          • Other duties as assigned.


            • Strong organization and written/verbal communication skills
            • Strong attention to detail and conscientiousness
            • Efficient prioritization and time management skills
            • Demonstrated customer service focus
            • Ability to quickly learn multiple software systems
            • Proficient in Microsoft Office or similar systems, including spreadsheets, email, word processing, and presentation software

              Westchester County, NY - Compensation and Benefits:

              • Base Salary: $45,000 - $50,000 (commensurate upon experience)
              • AssuredPartners offers a competitive benefits package including medical, dental, vision, voluntary benefits, 401(k) with a company match, paid time off and holidays.

                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 day.
                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 bigger!

Keywords: AssuredPartners Inc., White Plains , Commercial Lines Account Coordinator, Other , White Plains, New York

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