Shepherd Insurance · 1 month ago
Commercial Lines Account Coordinator
Carmel, IN
Full-time
Onsite
Entry Level
2+ years expShepherd Insurance is a privately-owned insurance agency that has delivered risk management solutions since 1977. As a Commercial Lines Account Coordinator, you will assist account managers and insurance advisors in handling and processing new and renewal commercial lines business while providing high-level support in servicing commercial accounts.
Financial ServicesInsurance
Responsibilities
Provide positive, prompt, accurate, and courteous service to account managers and clients, as necessary
Maintain electronic and/or paper files in an orderly, up-to-date manner
Check manual policies, order loss runs, issue renewal binders, invoices, ID cards and certificates
Receive any downloads and communication coming in from carriers that need forwarded to other & receive physical mail & faxes for commercial accounts
Scanning and filing in Image Right
Maintain all client activity in AMS 360, run suspense lists, follow procedures, and work through download reports
Assist in New Business workflow
Receive change requests for endorsements and issue all on-demand certificates
Perform other related duties as assigned
Qualification
Required
At least two (2) years' experience in similar position is desirable
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.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Jeff Kweder
President
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