Shepherd Insurance ยท 1 month ago
Personal Lines Account Coordinator
Sarasota, FL
Full-time
Onsite
New Grad, Entry LevelShepherd Insurance is a privately-owned insurance agency that has been delivering risk management solutions since 1977. The Personal Lines Account Coordinator will assist account managers and insurance advisors with the handling and processing of new and renewal personal lines business, while providing high-level support in servicing personal accounts.
Financial ServicesInsurance
Responsibilities
Provide positive, prompt, accurate, and courteous service to account managers and clients, as necessary through consistent communication
Maintain all client activity in AMS 360, run suspense lists, follow procedures, work through download reports and follow Agency E&O guidelines
Maintain electronic and/or paper files in an organize, up-to-date manner
Perform other related duties as assigned
Qualification
Required
Current P&C license or willingness to become licensed
Education requirement: High school diploma or equivalent (GED) is required
Familiar in a variety of computer software applications including Microsoft Office products (Word, Excel, Outlook, PowerPoint), agency & document managing system
Preferred
College degree is preferred, not necessary
Company
Shepherd Insurance
A privately-owned independent insurance agency.
Founded in 1977
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Jeff Kweder
President
Company data provided by crunchbase