Senior Account Coordinator

📋 Description

• Manage outsourcing of workflows: COI, EOI, auto IDs, policy checks, claims, and MVRs.
• Perform database file management and data input; maintain AMS documents.
• Manage alerts from carrier websites and resources.
• Prepare and review client communications; assist in delivering client deliverables.
• Monitor client information, new business, renewals, endorsements, reinstatements, cancellations.
• Prepare, monitor and resolve billing discrepancies; perform reconciliations.

🎯 Requirements

• Minimum 2+ years brokerage or carrier experience.
• Minimum 3+ total years in a comparable environment.
• Superior written and verbal communication with strong customer service.
• Advanced proficiency in Microsoft Office and technology systems; quick to learn and train.
• Foundational project management; capable of coordinating tasks and supporting teams.
• Resident Property and Casualty Insurance license or ability to obtain within 3 months.

🎁 Benefits

• Estimated base salary $55.7K–$99.5K with bonus.
• Total compensation includes bonus, RSUs, 401(k), and PTO.
• At-will employment; salary may be adjusted.