Account Coordinator

Summary

Join our growing team as a detail-oriented and customer-focused Account Coordinator! This role focuses on assisting with quoting and servicing personal and commercial insurance policies, ensuring clients receive excellent support. You will handle policy documentation, payments, and client coverage reviews. Administrative support for the business owner will also be provided. The position requires strong communication and organizational skills, proficiency in Microsoft Office and CRM tools, and a minimum of six months of experience in an insurance-related or administrative role. The work schedule is Monday-Friday, 8:00 AM - 6:00 PM EST.

Requirements

• Minimum 6 months in an insurance-related or administrative role
• Strong ability to engage with clients and provide excellent customer service
• Proficiency in Microsoft Office, CRM tools, and insurance-related software
• Ability to multitask and manage administrative responsibilities effectively
• Self-motivated, proactive, and capable of working remotely with reliability

Responsibilities

• Assist with the quoting and servicing of personal and commercial insurance policies
• Review client coverage, ensuring accuracy and compliance
• Issue certificates of insurance and process cancellation requests
• Handle payments and policy documentation efficiently
• Provide light administrative support to the business owner, including scheduling, email follow-ups, and basic organizational tasks