Personal Lines Account Coordinator

3 days ago

Sarasota, Florida, United States Shepherd Insurance Full time
:

PURPOSE:

This is an ideal opportunity to work at a growing organization with a strong family culture. Shepherd Insurance is a privately-owned insurance agency that has delivered risk management solutions since 1977. With a wide variety of insurance and financial products, we are among the largest independent agencies in the country.

As a Personal Lines Account Coordinator within the Shepherd family, you will assist account managers and insurance advisors in the handling and processing of new and renewal personal lines business in accordance with Agency procedures and guidelines. In addition, you will provide a high level of support in obtaining, maintaining, expanding, and assisting in servicing personal accounts. With a positive attitude, the Account Management team also provides customer service to clients as assigned and requested.

RESPONSIBILITIES:

  • Provide positive, prompt, accurate, and courteous service to account managers and clients, as necessary through consistent communication.
  • Maintain all client activity in AMS 360, run suspense lists, follow procedures, work through download reports and follow Agency E&O guidelines.
  • Maintain electronic and/or paper files in an organize, up-to-date manner.
  • Perform other related duties as assigned.

Requirements:

  • Current P&C license or willingness to become licensed.
  • Education requirement: High school diploma or equivalent (GED) is required. College degree is preferred, not necessary.
  • Familiar in a variety of computer software applications including Microsoft Office products (Word, Excel, Outlook, PowerPoint), agency & document managing system.

The above noted job description is not intended to describe, in detail, the multitude of tasks that may be assigned, but rather to give the associate 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 position.

AMERICANS WITH DISABILITY SPECIFICATIONS

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop, kneel, crouch or crawl; talk or hear; taste or smell. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.

Work Environment

Work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is not exposed to weather conditions. The noise level in the work environment is usually moderate.

  • Personal Lines Account Manager

    1 week ago

    Sarasota, Florida, United States Foundation Risk Partners Full time

    Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding aPersonal Lines Account Executiveto their*Acentriateam inSarasota, FL.Job Summary:*The Personal Lines Account Executive is responsible for marketing new accounts to insurers, processing renewals and endorsements, handle client claims and other...

  • Commercial Lines Product Manager

    1 week ago

    Sarasota, Florida, United States Davies Talent Solutions Full time

    Job Title:Commercial Lines Product ManagerLocation:Sarasota, FL (On-site, 5 days/week)Industry:InsuranceEmployment Type:Full-TimeAbout the RoleOur client is undergoing an exciting transformation—expanding from personal lines into commercial lines—and is seeking a strategic and experiencedCommercial Lines Product Managerto lead this evolution. This is a...

  • Line Cook

    3 days ago

    Sarasota, Florida, United States Kojo Full time

    Kojo restaurant, downtown Sarasota's hottest high-end modern Asian concept is hiring line cooksOur menu is inspired by the flavors, ingredients and cooking techniques of Asia, specifically Japan, and features sushi, yakitori grilling, teppanyaki, and signature desserts coming out of our beautiful open kitchen.We are looking to add passionate, hardworking and...

  • Line Cooks

    3 days ago

    Sarasota, Florida, United States PandoLogic Full time

    Friday, Saturday, Sunday morning/brunch shifts. Fin & Tonic is locatedjust south of Stickney Point on 41.OurExecutive Chef has built a rock-solid team of BOH professionals- this is a great opportunity to become part of this new restaurantUp to $25/hr based on experience and availabilityMeal provided during shiftPaychecks EVERY FRIDAYLine Cooksreport directly...

  • In-Office Chef and Facilities Coordinator

    2 days ago

    Sarasota, Florida, United States Crowe Full time

    Your Journey at Crowe Starts Here:At Crowe, you can build a meaningful and rewarding career. With real flexibility to balance work with life moments, you're trusted to deliver results and make an impact. We embrace you for who you are, care for your well-being, and nurture your career. Everyone has equitable access to opportunities for career growth and...

  • Project Coordinator

    3 days ago

    Sarasota, Florida, United States Vertical Design+Build Full time

    OverviewWe are seeking a detail-oriented and proactive Project Coordinator to join our dynamic team. The ideal candidate will play a crucial role in supporting project management activities within the construction industry with strong emphasis on Materials and Finish Supplier collaboration, Material Research, Selection & Specification Documentation &...

  • Senior Finance/Accounting Manager

    7 days ago

    Sarasota, Florida, United States Zolon Tech Full time

    Job Title: Senior Finance/Accounting ManagerJob Type: Full-Time direct hireJob Location: Sarasota, FL (Onsite)Job DescriptionThe Senior Finance/Accounting Manager will assume a strategic role in providing insight and guidance to the CEO and EVPs on all financial and investment related activities for the company. The Senior Finance/Accounting Manager will...

  • Resale Shop Coordinator

    1 day ago

    Sarasota, Florida, United States External Full time

    Empath Health is seeking a detailed-oriented Resale Shop Coordinator to join our Resale team in Sarasota, FL. In this role, the Resale Shop Coordinator will manage day-to-day operations, coordination of daily marketing activities and coordination and supervision of Resale Shop volunteers in absence of Primary RS managers. Coordinate and organize pick up...

  • Front Desk Coordinator

    2 weeks ago

    Sarasota, Florida, United States Morrow Construction Full time $40,000 - $60,000 per year

    Your role:This position will act as the first point of contact for clients, subcontractors and suppliers. The Front Desk Coordinator will be at the forefront of the organization, greeting guests and contractors, and responding to phone and email enquiries. This position requires excellent people skills to provide high-quality customer service.What you will...

  • Administrator III, Personal Trust, Sarasota, FL

    1 day ago

    Sarasota, Florida, United States 1st Source Full time

    POSITION POSTING ATTRIBUTESEngaging and dynamic professional who thrives on client engagement in an environment committed to the highest level of client service. A service-oriented professional who is passionate about providing a comprehensive client experience, and who enjoys partnering with clients, like-minded professional centers of influence throughout...