What are the responsibilities and job description for the Account Coordinator position at AssuredPartners?
Leading Insurance Agency, AssuredPartners, is seeking a Commercial Lines Account Coordinator to join our team!
Office Location: 1120 S Capital Of Texas Highway Bldg 3, Austin, TX 78746.
Work Hours: Full time position, hybrid work schedule with flexible start/end times between 7:45am - 5:00pm. Will need to be onsite for onboarding, then transition to a hybrid schedule (2 days a week in-office)
Our Awesome Benefits/Perks:
- 401K employer match
- Medical, Dental, and Vision Insurance with HSA and FSA options
- Pet Insurance
- Fitness Center Discounts
- Employer-paid life insurance and disability
- Voluntary benefits (such as critical illness and accident insurance)
- Travel reimbursement
- Tuition Reimbursement
- Employee Referral Program
- Opportunities for growth and promotion up to leadership level
- And so much more!
Commercial Lines Account Coordinator - Role Overview:
The Account Coordinator will assist Commercial Account Managers and the team in the day-to-day service of assigned accounts, processing of documents, and maintaining computer-based client files. Must provide prompt, accurate, and courteous account service to clients, co-workers, and insurance company representatives.
Commercial Lines Account Coordinator - Role Responsibilities:
- Supports middle to large commercial insurance client accounts
- Multi-task in a fast-paced environment handling a large volume of calls, emails, faxes, and paperwork without cutting corners while maintaining accuracy and integrity
- Manage a large number of time-sensitive client issues at any given time
- Provide top-notch client service to clients
- Research coverage issues and think outside the box to solve problems, following up promptly with actionable solutions
- Resolve client issues in a timely manner proactively and collaboratively with the team to ensure insurance programs run smoothly
- Issue Certification of Insurance (COI’s) timely
- Resolve billing issues and reinstatements with carriers/clients
- Ensure accuracy, successful implementation, and ongoing administration of commercial insurance programs
- Learn & develop technical knowledge through vendor meetings, research and training classes on an ongoing basis
- Keep a detailed record of correspondence through AssuredPartners' agency management system with prospective and existing clients, vendors, and referral partners
Commercial Lines Account Coordinator Requirements:
- 6 months to 1 year of related insurance experience required (customer service, claims, billing, etc.)
- Active TX State Property and Casualty Insurance license highly preferred (must be obtained within the first 90 days of employment; failure to do so will result in termination)
- Ideal candidates have worked in commercial insurance within an insurance agency and/or for independent insurance offices (i.e. State Farm, Allstate, Liberty Mutual, etc.) and are looking to grow their insurance career in a bigger company with more opportunities!
- Associate’s Degree preferred, but not required (or equivalent in education and experience)
- Tech Savvy; Proficient in Microsoft Office Suite products (Word, Outlook, Excel, and PowerPoint) preferred
- Experience with Applied Epic (Insurance Agency Software) a plus
- Moderate level of technical-commercial insurance coverage knowledge a plus
Candidates with experience in these roles are great fits for this job:
- Account Representative, Junior Account Manager
About AssuredPartners:
Joining AssuredPartners offers you the opportunity to excel at one of the fastest-growing independent companies in the industry. You will experience collaboration with a team that places value in our collective vision and culture of community, respect, and trust. While being encouraged to promote innovative ideas, you will be provided the support to make those ideas a reality.
As our company continues to grow at a rapid pace, so do the opportunities for our current and future employees to learn and mentor with top leadership for continued professional and personal development. Additionally, you can count on excellent benefits, a comprehensive PTO plan & floating holidays, uncapped career growth, and the best people in the industry.
Inc. Magazine's Best-Led Companies
Named a "5-Star Brokerage" by Insurance Business Magazine
Ranked #5 in the Insurance Journal's Top 100 Property/Casualty Agencies
