Offer summary

Qualifications:

Minimum 6 months experience in an insurance-related or administrative role., Strong communication skills for client engagement and customer service., Proficiency in Microsoft Office, CRM tools, and insurance-related software., Self-motivated and proactive work style, capable of working remotely..

Key responsibilities:

Assist with quoting and servicing personal and commercial insurance policies.

Review client coverage for accuracy and compliance.

Issue certificates of insurance and process cancellation requests.

Provide light administrative support, including scheduling and email follow-ups.

Job description

We are seeking a detail-oriented and customer-focused Account Coordinator to join our growing team. This role involves assisting with the quoting and servicing of personal and commercial insurance policies, ensuring clients receive the support they need throughout the process.

Responsibilities
•Assist with the quoting and servicing of personal and commercial insurance policies.

• Review client coverage, ensuring accuracy and compliance.

• Issue certificates of insurance and process cancellation requests.

• Handle payments and policy documentation efficiently.

• Provide light administrative support to the business owner, including scheduling, email follow-ups, and basic organizational tasks.

Requirements

Experience: Minimum 6 months in an insurance-related or administrative role.

• Communication Skills: Strong ability to engage with clients and provide excellent customer service.

• Technology Skills: Proficiency in Microsoft Office, CRM tools, and insurance-related software.

• Organizational Skills: Ability to multitask and manage administrative responsibilities effectively.

• Work Style: Self-motivated, proactive, and capable of working remotely with reliability.

Work Schedule