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Entry-Level Personal Lines Account Coordinator

Company: AssuredPartners - Tolman & Wiker
Location: Ventura
Posted on: November 11, 2021

Job Description:

Leading Insurance Company, AssuredPartners - Tolman & Wiker, is seeking an Account Coordinator to add to their Personal Lines team!

 

Salary: $45,000 - $50,000 based on licensing and experience, with full benefits (health, dental, vision, 401k, PTO and more)

Job Location: 196 S Fir Street, Ventura, CA 93001 (in-office role)

Work Hours: Monday through Friday 8 AM to 5 PM PST (full-time non-exempt)

 

AssuredPartners - Tolman & Wiker has Excellent Benefits, including:

  • 401K + match
  • Medical, Dental, and Vision Insurance
  • $100 bonus for passing P&C licensing test on first try
  • $750 education allowance
  • Ongoing bonuses for passed courses

 

Personal Lines Account Coordinator Role Summary:

The Account Coordinator assists the Personal Lines 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.

 

Personal Lines Account Coordinator Requirements:

  • Bachelor's Degree required
  • 1+ years of Personal Lines agency experience preferred but not required
  • Ability to obtain California Fire & Casualty Broker-Agent (Property & Casualty) license within a reasonable amount of time
  • Proficient in the use of personal computers and Microsoft Office software (MS Word and Excel) with the ability to quickly learn various other software programs.
  • Ability to accurately type 50 words per minute
  • Exceptional customer service skills as evidenced by prior experience in a client-oriented position
  • Strong organizational skills as demonstrated by the ability to work on several tasks at once with frequent interruptions while meeting sensitive timeframes
  • Excellent oral and written English communication and strong figure aptitude skills normally acquired through completion of college-level studies

 

Personal Lines Account Coordinator Responsibilities Include:

  • Enter client information into system applications and rate lines of coverage as needed
  • Check policies for accuracy when received from carriers and prepares for delivery to insured client
  • Process change requests, follow up with carriers as needed, review endorsements for accuracy and generates accurate invoices. Create general correspondence to carriers and clients
  • Submit claims to carriers at the direction of the Account Representative
  • Issue evidences of property insurance and automobile identification cards
  • Follow Agency procedures with respect to all essential duties and responsibilities of the job
  • Have limited direct client contact
  • Assist in renewal marketing preparations by running expiration lists
  • Process renewals, endorsements, acknowledgements, non-pays, reinstatements and cancellations
  • Verify company websites for accurate information; call companies if follow-up is needed and update system accordingly
  • Follow up with claims by updating system and closing when indicated by websites
  • Issues automobile identification cards and boat ID cards
  • Check follow-ups daily; distribute mail; add activities for premium increases from the download report
  • Order supplies, forms and brochures
  • Assist with special projects

 

About AssuredPartners - Tolman & Wiker:

Tolman & Wiker Insurance Services founded in 1923, is now a partner agency of AssuredPartners, one of the largest and most capable insurance brokerages in the United States. With offices in Ventura, Los Angeles, Santa Maria, Bakersfield, Salinas, and Westlake Village, the Tolman & Wiker team brings our clients best-in-class Risk Management and Employee Benefits capabilities, through our laser-focused local and regional service teams.

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Keywords: AssuredPartners - Tolman & Wiker, Ventura , Entry-Level Personal Lines Account Coordinator, Other , Ventura, California

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