Commercial Lines Account Coordinator – Tri-City Insurance (Florence, KY)

Description

We are looking for someone to bring their Commercial Insurance experience to Tri-City Insurance, a Shepherd partner.

If you like a fast-paced environment with benefits and growth opportunities, read on to see if your qualifications are a fit!

Purpose:

To provide assistance to account managers in processing commercial lines business in accordance with Agency procedures and guidelines; to provide customer service to clients as assigned and requested. Provide, with a positive attitude and a high level of support in maintaining and servicing commercial accounts.

Responsibilities:

• Provide positive, prompt, accurate, and courteous service.
• Be familiar with and follow agency E&O guidelines and service commercial lines accounts in a manner to eliminate gaps in coverage, thus reducing our E&O exposures.
• Maintain electronic and/or paper files in an orderly, up-to-date manner.
• Perform special projects at management’s request.
• Prioritize workload and/or request for assistance as required.
• Check manual policies
• Mail (open, date stamp, sort and distribute)
• Scanning and filing in Share Drive
• Run surplus lists and work through download reports
• Maintain all client activity in AMS 360 and follow procedures
• Order loss runs, issue renewal binders, invoices, ID cards and certificates
• Assist in New Business workflow
• Receive change requests for endorsements
• Issue all on-demand certificates
• Perform other related duties as assigned.

Requirements:

• Experience: At least two (2) years’ experience in similar position is desirable.
• Education requirement:  High school diploma or equivalent (GED) is required.
• Must be able to understand and analyze commercial lines insurance coverage’s, forms, procedures, and policy rating systems.
• Should have thorough understanding of commercial lines underwriting and coverages.
• Must be proficient in a variety of computer software applications in word processing, spreadsheets, database, and presentation software (MSWord, Excel, Outlook, Access and PowerPoint).
• Proficient in AMS 360 insurance software is preferred
• Professional designation is a plus.