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
Monday - Friday: 8:00 AM - 6:00 PM EST
Staff4Me is a leading provider of comprehensive back-office support services, empowering businesses to thrive in today’s dynamic market. With over 20 years of experience and a global workforce of 8,000 professionals, we specialize in offering tailored solutions that drive efficiency, innovation, and growth.
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Account Coordinator Q&A's