Account Coordinator - Financial Institutions

This position assists with coordinating the service process for assigned commercial property and casualty clients in the Financial Institutions industry vertical.

Requirements

• Minimum of 1 year of brokerage experience is required.
• Minimum of 2 years in a comparable and/or relevant work environment is required.
• Solid communication skills: writing and presentation preparation.
• Excellent telephone and email etiquette for a customer service environment.
• Intermediate knowledge and use of standard features Microsoft Office.
• Ability to be resourceful, take initiative, and work to solve problems.
• Works well with others in a fast paced environment and is responsive to co-workers and colleagues. Must also work independently.
• Adaptability and flexibility to respond to client and team needs.
• Strong time management skills.
• Ability to learn and adopt technology systems and software applications.
• Strong organizational skills and attention to detail; ability to screen details and identify potential discrepancies.
• Ability to review internal/external deliverables to ensure accuracy.
• Project maintenance skills.

Benefits

• 401(k) eligibility
• Paid time off benefits (vacation, sick time, and parental leave)