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Insurance New Account Coordinator

3 weeks ago

Toledo, Ohio, United States Knight Insurance Group Full time
Job Summary:

We are seeking a highly motivated and organized New Business Account Professional to join our team at Knight Insurance Group. In this role, you will be responsible for supporting the sales team by handling the processing aspects of securing new clients.

Key Responsibilities:
  • Build new client accounts in Epic, ensuring all necessary contact fields are completed and activities are entered accurately.
  • Quote, propose, and issue personal insurance policies, utilizing various carrier websites and PL Rater.
  • Assist Account Managers with duties such as insurance summaries, preparing emails/letters to insureds, and other tasks as needed.
  • Work closely with producers to obtain necessary documentation and track prospects in Opportunities.
  • FOLLOW procedures, including documenting electronic files thoroughly and utilizing agency technology to perform tasks efficiently.
Requirements:
  1. A high school diploma or equivalent is required; a college education or equivalent insurance experience is preferred.
  2. The ideal candidate will possess strong computer skills, including Microsoft Office and network directory functions.
  3. A proactive, can-do attitude and professionalism are essential for success in this role.
Estimated Salary:$45,000 - $60,000 per year, depending on experience.