Commercial Insurance Client Coordinator
1 month ago
**Department**: Property & Casualty Department
**Job Title**: Client Coordinator
**Purpose**:The Client Coordinator will work within the P&C department providing clerical assistance to Client Managers and Assistant Client Managers to service existing clients.
**Essential Functions & Responsibilities**:
- Work as a Team with Client Managers and Assistant Client Managers
- Follow agency policies and procedures
- Create Summaries and Supplemental Applications
- Activity follow up
- Auto ID Cards
- Change Requests
- Claim Reporting and follow up
- Endorsement Processing which includes invoicing
- Evidence of Property Requests and/or certificates
- Final Audit Processing
- Loss run ordering
- MVR’s
- Notice of Cancellation follow up
- Work Comp Submissions, Proposals, Binding and Policy review
- Train with Client Managers on Package Submissions, Proposals, Binding & Policy Review
- Train with Client Managers on service related tasks
- Assists or complete other tasks as directed by Management
**Qualifications**:
- 1 to 3 years’ general office experience
- Professional appearance
- High school diploma or college degree
- Effective communicator; both written and verbal
- Strong interpersonal skills
- Strong organizational skills
- Ability to be resourceful and proactive
- Ability to focus on the task-at-hand and multi-task as needed
- Thrive in a TEAM Environment
- Successfully pass P&C license licensing course within 6 to 9 months of employment. RMI pays the cost
**Hours**:
Full-Time in office, Monday through Friday 8 a.m. to 4:30
**Benefits**:
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
401(k)
Paid Holidays
Paid Time Off (PTO)
**Pay range**:
$45,000 to $50,000 annual salary
Exact Compensation may vary based on skills and experience **.**
Pay: $58,000.00 - $60,000.00 per year
**Benefits**:
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Schedule:
- Monday to Friday
**Education**:
- High school or equivalent (required)
**Experience**:
- general office : 2 years (required)
Work Location: In person
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