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Account Coordinator - Cl

Assuredpartners Nl

Account Coordinator - Cl

Eugene, OR
Full Time
Paid
  • Responsibilities

    Account Coordinator - CL Job ID 2019-3661 # of Openings 1 Category Commercial Lines Service Location US-OR-Eugene Overview Job Title: Account Coordinator - CL Department: Commercial Lines Reports to: Account Executive - CL FLSA Status: Non-exempt Job Code: CL14ACRN Summary The Account Coordinator assists the Account Executive or Account Representative and other department personnel by processing work associated with insurance accounts, such as issuing certificates of insurance, rating, data entry, renewal preparation and other tasks by performing the following duties. Responsibilities Essential Duties and Responsibilities include the following. Other duties may be assigned. Enters accurate client information into system applications. Processes change requests, follows up with carriers as needed, reviews endorsements for accuracy, and generates accurate invoices. Creates general correspondence to carriers and clients. Sets up Notice of Cancellations and Reinstatements. Processes final cancellations. Processes final audits and sends to insured. Issues certificates of insurance and evidence of property. Prepares policies, renewals and other documents for delivery to insured. Rates lines of coverage as needed. Participates in required continuing professional development. Updates driver/equipment/vehicle schedules and makes MVR requests if required. Working knowledge of property and casualty renewal and sales process and file management. Participating in departmental meetings as required Follows Agency procedures with respect to all essential duties and responsibilities of the job. Qualifications Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience High school diploma or general education degree (GED); and one to three years office experience and/or training; or equivalent combination of education and experience. No insurance experience required but preferred. Language Skills Ability to read and interpret documents such as insurance policies, Agency policies and procedures, and safety rules. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of organization. Mathematical Skills Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages. Reasoning Ability Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations. Computer Skills To perform this job successfully, an individual should have knowledge of agency management software; Internet software; Spreadsheet software and Word Processing software.

  • Industry
    Financial Services