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Insurance Processing Specialist

2 months ago

Lansing, Michigan, United States Al Bourdeau Insurance Agency Full time

Join a reputable insurance agency that values dedication and attention to detail. We are currently on the lookout for a driven and meticulous individual to become part of our team as a Personal Lines Account Coordinator. In this role, you will serve as the primary liaison between the agency and our valued clients, ensuring that services are delivered efficiently and accurately.

We seek a candidate who is client-oriented, thrives in a dynamic environment, and possesses a strong commitment to contributing to a successful team. If you are interested in a rewarding career in the insurance sector and take pride in providing exceptional service to clients, we would be eager to hear from you.

Benefits

• Competitive Base Salary with Bonus Potential

• Paid Time Off (PTO)

• Flexible Work-from-Home Options

• Comprehensive Health Insurance

• Dental and Vision Coverage

• Life and Disability Insurance

• Hands-on Training Opportunities

• Monday to Friday Work Schedule

• Opportunities for Career Advancement

• Retirement Savings Plan

• Evenings Off

• Coffee and Refreshments in the Office

• Team Building Events

• Community Engagement Initiatives

• Casual Dress Code

• Paid Holidays

• In-Office Work Incentives

• Participation in Charity Events

• Family-Oriented Work Environment


Responsibilities

In this position, you will assist with various tasks including claims processing, policy modifications, updating underwriting and rating details, conducting policy audits, providing billing and payment assistance, managing premium financing, issuing certificates of insurance, responding to underwriting inquiries, and advising clients on critical factors influencing coverage and costs.

The Personal Lines Account Coordinator will support agents with renewal processing, preparation of renewal applications, renewal marketing, maintaining records, processing client-requested policy changes, and retrieving insurance documents from agency and insurer systems. The role is designed to handle tasks that would otherwise take up an agent's time unnecessarily while keeping agents informed about their accounts.


Requirements

• Minimum of 1 year of experience in the property and casualty insurance field

• High school diploma or equivalent

• Strong interpersonal skills

• Proficient in using modern web-based applications

• Competent with current versions of Microsoft Windows, Word, and Outlook

• Good typing skills

• Excellent organizational and communication abilities

• Capable of managing multiple tasks simultaneously