Personal Insurance Account Coordinator

2 weeks ago


Portland, Maine, United States United Insurance Full time
Job Listing: Personal Insurance Account Coordinator

The Personal Insurance Account Coordinator plays a vital role in fostering robust client relationships by delivering outstanding service. This position encompasses a variety of responsibilities, including managing correspondence, addressing client inquiries, and promoting new business initiatives.

Key Responsibilities:

  • Ensuring professional communication between clients, the agency, and underwriters.
  • Managing daily operations such as handling correspondence, responding to inquiries, and overseeing policy changes.
  • Supporting marketing efforts for new business acquisition and policy renewals.
  • Effectively communicating with clients regarding their policies and associated costs.
  • Maintaining accurate records of client interactions for future reference.
  • Collaborating with the Accounting Department on billing matters.
  • Executing additional tasks as required.

Physical Requirements and Work Environment:

This role necessitates the ability to communicate verbally, hear, utilize hands, and lift objects. The employee should be capable of lifting up to 25 pounds and possess specific visual abilities. The typical work environment is characterized by a low to moderate noise level.

Qualifications:

  • Possession of the necessary agent licensing.
  • Ability to effectively manage multiple tasks.
  • Self-driven and proactive approach.
  • Proficiency in Microsoft Office applications, including Excel, Word, and PowerPoint.
  • Exceptional verbal and written communication skills.
  • Strong aptitude for customer relationship management.
  • Exemplary, friendly, and professional demeanor.


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