Commercial Lines Account Coordinator
1 day ago
Chicago Appleseed is a leading insurance brokerage firm that provides innovative solutions to businesses and individuals. As a rapidly growing organization, we are committed to delivering exceptional service and expertise to our clients.
Why Choose Chicago Appleseed?We offer a dynamic and supportive work environment that fosters growth and development. Our entrepreneurial culture empowers our team members to make informed decisions and take ownership of their work. We are committed to providing our employees with competitive benefits and opportunities for advancement.
Our TeamOur team is comprised of experienced professionals who are dedicated to providing exceptional service to our clients. We are a collaborative and supportive team that values open communication and teamwork.
Job SummaryWe are seeking a detail-oriented and organized Commercial Lines Account Coordinator to join our team. The successful candidate will provide professional and courteous service to our clients, carrier representatives, and internal stakeholders.
Key Responsibilities- Process Certificates of Insurance
- Complete Evidences of Property
- Request Loss Runs from Insurance carriers
- Prepare loss summaries using Excel
- Prepare Summaries of Insurance
- Process and monitor accounting transactions within the Broker Management Systems
- Check policies for accuracy of information in comparison with the Insurance quote and Broker Management System
- Request, process and document Audits and Endorsement requests
- Issue Auto ID cards
- Enter Client information and policy detail into broker management system
- Assist Account Managers with other duties as needed
- Appropriately document conversations with clients and carrier representatives and update all HUB computer systems and automated agency management systems when necessary. Ensure the accuracy of data in those systems.
- Property and Casualty producer's license or willing to obtain within 90 days of hire
- Proficient with standard office computer tools; i.e. Microsoft Office Word, Excel, Outlook, etc.
- Strong Proficiency with Microsoft Excel preferred
- Excellent written and oral communication skills
- Ability to work both independently and collaboratively in a positive team environment.
- Excellent organizational and time management skills
Account Management & Service
Required Experience1-2 years of relevant experience
Required TravelNo Travel Required
Required EducationHigh school or equivalent
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