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Account Coordinator – Personal Lines

As an Account Coordinator – Personal Lines, you will perform service and placement activities for personal risks.


  • Support the proactive renewal efforts of the Team.
  • Consistently provide superior customer service by promptly and thoroughly responding to the clients’ needs and requests.
  • Participate in seminars and classes to enhance skills and develop core competencies.
  • Take an active role in agency projects and initiatives.
  • Receive incoming mail, telephone calls, emails, or written correspondence from clients, mortgagees, loss payees, company underwriters or producers and provide requested information.
  • Research information requested by clients, companies, and producers.
  • Quote, bind, and service clients.
  • Compose letters to clients, companies, and interested parties as needed.
  • Answer coverage and billing questions; suggest coverage changes if appropriate.
  • Update information, document and process endorsement, claims or cancelled requests.


  • Bachelor’s degree
  • 2 Year Professional working with clients and building relationships.
  • Property & Casualty Licensed or obtain within 6 months employment.
  • Property & Casualty Insurance experience, preferred.
  • Proficient in MS Office Suite.
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