DAY TO DAY:

Our client, a family-owned, nationwide insurance and risk management firm with more than five decades of industry experience, providing commercial insurance solutions to businesses across multiple industries, is seeking an Account Coordinator/Account Executive to join the team as a full-time employee.

• Managed policy documents, endorsements, certificates of insurance (COIs), and renewals.
• Retrieved and processed insurance documents through carrier portals.
• Prepared insurance proposals and assisted with policy administration.
• Responded to client inquiries and provided timely, professional service.
• Built strong client relationships through effective communication and problem-solving.
• Supported account managers with servicing new and existing commercial accounts.
• Maintained accurate client records and ensured policy documentation was complete.
• Coordinated with insurance carriers to obtain policy information and resolve service requests.
• Utilized agency management systems and carrier platforms to streamline account processing.
• Prioritized multiple deadlines while maintaining accuracy in a fast-paced, team-oriented environment.