Programs Associate – Account Coordinator

• Issue certificates of insurance and evidences of property insurance.
• Issue .
• Order loss runs and experience mods from current carriers.
• Order MVRs when required for wholesalers.
• Process change requests, endorsements, and invoice agency bill items.
• Process policies, complete checklists, and communicate discrepancies with the Account Executive (AE).
• Process audits and invoice agency bill items.
• Report claims as needed.
• Pull and attach online documents.
• Maintain and update spreadsheets.

• High school diploma or equivalent
• Proficient with MS Office Suite
• Exceptional telephone demeanor
• Ability to maintain a high level of confidentiality
• Professional office environment experience (Preferred)

Demonstrates proficiency in processing insurance documents, maintaining confidentiality, and effectively communicating with stakeholders. Skilled in managing administrative tasks within a professional office environment.

• Certificate Issuance
• Policy Processing
• MS Office Suite Proficiency
• Confidentiality Maintenance
• Telephone Communication

• Certificate Of Insurance Issuance
• Policy Processing
• Change Request Processing
• Invoice Processing
• Claims Reporting

• Exceptional Telephone Demeanor
• Attention To Detail

• High School Diploma Or Equivalent

• Insurance
• Professional Office Environment

• MS Office Suite
• Spreadsheets