Property and Casualty Account Coordinator

A company is looking for a Private Client Account Coordinator for the Northeast Region (Hybrid or Remote).

Key Responsibilities Assist Account Executives with processing endorsements, creating insurance documents, and liaising with external carriers Input changes and file items electronically in the EPIC document management system Prepare insurance-related documents and maintain client files in accordance with office procedures

Required Qualifications 2+ years of administration/operations and customer service experience Experience in P&C insurance, particularly Private Client Group coverage, is preferred High School Diploma or GED required; additional education/training is preferred Familiarity with EPIC software and proficiency in Outlook, Word, and Excel P&C License required within six months of hire