Personal Lines Account Coordinator

1 day ago


Tucson, Arizona, United States Shepherd Insurance Full time
Purpose

This is an exciting opportunity to work with a growing organization that values a strong family culture. As a Personal Lines Account Coordinator at Shepherd Insurance, you will play a key role in supporting account managers and insurance advisors in handling and processing new and renewal personal lines business.

Responsibilities
  • Provide exceptional service to account managers and clients through consistent communication.
  • Maintain accurate records in AMS 360, run suspense lists, and follow Agency E&O guidelines.
  • Organize and maintain electronic and/or paper files in a timely manner.
  • Perform other related duties as assigned.
Requirements
  • Current P&C license or willingness to become licensed.
Education

A high school diploma or equivalent (GED) is required. A college degree is preferred but not necessary.

Technical Skills
  • Familiarity with a variety of computer software applications, including Microsoft Office products (Word, Excel, Outlook, PowerPoint), and agency & document managing systems.

This job description is intended to provide a general sense of the responsibilities and expectations of the position. As the nature of business demands change, so too may the essential functions of this role.

Work Environment

The work environment is moderate, with occasional exposure to noise. The employee is not exposed to weather conditions.



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