New Business Account Professional

4 days ago


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

We are looking for an experienced Insurance New Account Coordinator 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:
  • Support the sales team by handling the processing aspects of securing new clients.
  • 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 and preparing emails/letters to insureds.
  • Work closely with producers to obtain necessary documentation and track prospects in Opportunities.
Requirements:
  1. A high school diploma or equivalent is required; a college education or equivalent insurance experience is preferred.
  2. Strong computer skills, including Microsoft Office and network directory functions, are essential for success in this role.
Estimated Salary:$50,000 - $65,000 per year, depending on experience.

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