Insurance Client Support Specialist
1 week ago
As a Commercial Insurance Coordinator at Patrick McNealis Insurance and Financial Group, you will play a key role in supporting our Account Managers in delivering top-notch customer service and ensuring smooth account operations.
Key Responsibilities
- Assist Account Managers in servicing and maintaining existing and new accounts.
- Enter and maintain accurate customer data in our database.
- Process various insurance-related tasks, including endorsements, audits, and cancellations.
- Communicate with customers and insurance companies via phone and email.
- Create insurance proposals using Microsoft Word.
Requirements
- A high school diploma or equivalent is required; a college degree is preferred.
- Proficiency in Microsoft Office, especially Excel, Word, and Outlook.
- Strong problem-solving skills and attention to detail.
- Excellent communication and organizational skills.
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