Job Description

Waukesha Insurance Company is growing their team and looking to add a Commercial Lines Account Coordinator. The ideal candidate is detail-oriented and customer service focused. The Commercial Lines Account Coordinator will provide professional and courteous service to customers, carrier representatives, and the internal team. 

Account Coordinators provide critical support to our customers through account management, claims management, day-to-day client oversight, and underwriting services that make us a leading sales and service organization in the insurance industry. Through a robust network of resources, you will be amongst some of the industry’s top talent to help guide and support our customer’s needs and provide them with innovative solutions

Duties of the Commercial Insurance Account Coordinator:

• Process Certificates of Insurance
• Complete Evidences of Property
• Request Loss Runs from Insurance carriers
• Prepare Summaries of Insurance
• Issue Auto ID cards
• Enter renewal activities into agency management system
• Back up the Administrative Assistant as needed
• Back up for Overflow Phone Calls
• Assist Account Managers and Associate Account Managers with other duties as needed

Requirements

Requirements of the Commercial Insurance Account Coordinator:

• 1-2 years commercial lines experience (preferred)
• Property and Casualty producer’s license or willing to obtain within 90 days of hire
• Proficient with standard office computer tools; i.e. Microsoft Office Word, Excel, Outlook, etc.
• Excellent written and oral communication skills
• Ability to work in a positive team environment and independently
• Excellent organizational and time management skills
  

Benefits

Health

Dental

401K

PTO

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