Client Account Supervisor

Career

About the Role

Are you looking to start a new career in the Insurance industry, or are you a current insurance agent looking for a change? If this is you, then look no further! We are hiring for an Account Coordinator – Personal Lines in our New , FORT LAUDERDALE, FL office. We seek candidates with strong communication and customer service skills! Come apply now with us at AssuredPartners.

The Account Coordinator assists the Account Executive or Account Representative and other department personnel by processing work associated with insurance accounts, such as issuing certificates of insurance, rating, data entry, renewal preparation, and other tasks by performing the following duties. This is a great entry-level role in our insurance organization; if you want to learn, this is for you!

Job Type: Full Time

Workspace: Hybrid

Required skills include:

Attention to detail to ensure clients receive the correct advice and support

Problem-solving skills to help clients who may experience issues

Ability to think creatively when producing promotional material and helping prepare for events

Strong organizational and multitasking skills to provide effective support to a large number of client accounts

Computer skills, including word processors and spreadsheet software

Ability to explain products and concepts clearly and concisely to clients

Qualification:

Insurance experience preferred

Insurance license preferred

Strong organization and communication skills

Tech savvy; ability to navigate multiple systems including Agency Management Software; Intermediate skills in Microsoft Office products

Job Type: Full-time:

Pay: $40,000.00 – $60,000.00 per year

Common salary: $21 hourly. Typical salaries range from $9 – $37 hourly

Benefits:

401(k)

Employee assistance program

Dental insurance

Flexible schedule

Health insurance

Paid time off

Vision insurance

Life insurance

Parental leave

Vision insurance

Health savings account

Schedule:

8 hour shift Monday to Friday

Experience:

Insurance: 1 year (Preferred)

EPIC: 1 year (Preferred)

Construction Insurance: 1 year (Preferred)

Requirements

Responsibities

Enters client information into system applications and rates lines of coverage as needed.

Checks policies for accuracy when carriers receive and prepare for delivery to the insured clients.

Processes change requests, follows up with carriers as needed, reviews endorsements for accuracy, and generates accurate invoices. Creates general correspondence to carriers and clients.

Submits claims to carriers at the direction of the Account Representative.

Issues evidence of property insurance, automobile, and boat identification cards.

Assists in renewal marketing preparations by running expiration lists.

Process renewals, endorsements, acknowledgments, non-pays, reinstatement, and cancellations.

Verify company websites for accurate information; call companies if follow-up is needed and update the system accordingly.

Checks follow-ups daily; distribute mail; add activities for premium increases from the download report.

Other duties as assigned.

Travel is expected to be negligible in this role.

License/Certification

Property & Casualty License Location: One location

A few tips to make your application more effective

The means through which you first present yourself is your CV and for this very reason, it needs to be clear, concise and drawn up with due care and attention. Some tips you might want to consider:

Specify your educational and professional experience starting with the most recent. This will help those who are reading your CV to identify, at a glance, any possible ties (connections) between your educational and professional career and the position for which you are applying;

Check and update your contact information, always stating you home details, in addition to your place of residence;

Remember to include the final mark of all the qualifications attained, always specifying the maximum top mark (e.g. 108/110);

Clearly highlight achievements, strengths and distinctive characteristics;

State your current level of knowledge and fluency in foreign languages, adding any certificates achieved;

Do not write more than two or three pages, a summary of just the most important information makes your application easier to assess;

If you wish to apply for a job opportunity on our website, please give us your consent to the processing of your personal data by checking the appropriate box in the application form.

Client Account Supervisor