What are the responsibilities and job description for the Account Services Coordinator position at Lathrop Insurance?
Welcome to Lathrop Insurance
We are a family-owned insurance agency with a rich history of providing personalized service and tailored insurance solutions.
Our Values:
- We Care: We prioritize our clients' needs and well-being.
- Solutions Driven: We strive to find innovative solutions to complex problems.
- Teamwork: We collaborate to achieve common goals.
- Do What You Say: We uphold integrity and honesty in all our interactions.
- Always Be Growing: We continually learn and improve.
Job Summary:
- This role involves serving as the primary contact for assigned personal lines clients, providing expert guidance on policy changes and coverage options, and managing policy renewals.
- The ideal candidate will have 3 years of experience in Personal Lines Insurance, an active P&C Insurance License, and experience with Applied EPIC or other agency management systems.
We Provide:
- A comprehensive benefits package.
- A competitive salary and bonus structure.
- Ongoing training and professional development opportunities.
