Commercial Lines Associate Account Coordinator
On-site · Phoenix, Arizona, United States
Job Summary
Commercial Lines Associate Account Coordinator role in Phoenix, AZ focusing on servicing commercial insurance accounts. Responsibilities include issuing certificates of insurance and evidences of property insurance, issuing ID cards, ordering loss runs and Experience mods, handling MVRs for wholesalers, processing change requests and endorsements, auditing and invoicing Agency Bill items, processing policies, pulling and attaching online documents, maintaining documentation and updating spreadsheets, and following up on activities as needed. The role requires handling claims reporting, summarizing insurance details upon request, and ensuring accurate records and timely communication with the Account Executive. Preferred qualifications include a P&C license and at least 1 year of commercial insurance experience; strong MS Office skills and a professional, confidential approach are essential.
Required Qualifications
- P&C Licensed (Preferred)
- 1 year of Commercial Insurance experience, preferred
- High school diploma or equivalent
- Proficient with MS Office Suite
- Exceptional telephone demeanor
- Ability to maintain a high level of confidentiality
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