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Account Coordinator - CL

Company: AssuredPartners
Location: Eugene
Posted on: May 3, 2021

Job Description:

AssuredPartners is the fastest-growing independent insurance agency in the U.S. Founded in 2011 as a national partnership of leading independent property and casualty and employee benefits brokerage firms, AssuredPartners is now one of the largest brokers in the nation after acquiring over 325 agencies. AssuredPartners has approximately 7,000 team members and offices in 40 states and two countries reaching 1.5 billion dollars in revenue. As our company continues to grow at a rapid pace, so do the opportunities for our current and future employees.


Essential Duties and Responsibilities:

  • Enters accurate client information into system applications.
  • Processes change requests, follows up with carriers as needed, reviews endorsements for accuracy, and generates accurate invoices. Creates general correspondence to carriers and clients with direction from Account Representative or Account Executive. Sets up Notice of Cancellations and Reinstatements.
  • Redact Loss Runs.
  • Updates schedules of values. 
  • Issues certificates of insurance and evidences of property.
  • Prepares policies, renewals and other documents for delivery to insured.
  • Updates Lost Business spreadsheet.

Minimum Qualifications, Education and/or Experience:

  • To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.                                    
  • One-year certificate from college or technical school; or three to six months related experience and/or training; or equivalent combination of education and experience. Basic understanding of underwriting and insurance coverages.

Keywords: AssuredPartners, Eugene , Account Coordinator - CL, Other , Eugene, Oregon

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