As an Account Coordinator, you will play a key role in managing customer requests and ensuring the smooth handling of insurance policies. Your primary responsibilities will involve client interactions through email, as well as processing and managing essential documentation to maintain accurate and timely service delivery.
Primary Responsibilities:
- Enter and update data in the policy administration system for quotes, new policies, endorsements, audits, and cancellations.
- Request and distribute reports in accordance with company procedures.
- Draft and process premium finance agreements for clients.
- Handle requests for certificates of insurance and ensure timely delivery.
- Prepare invoices for policy premiums and policy changes when necessary.
Basic Qualifications:
- High school diploma or equivalent required.
- Capable of working effectively under time constraints and meeting deadlines.
- Excellent organizational skills with the ability to manage multiple tasks at once.
- Proficient in basic math operations, including addition, subtraction, multiplication, and division.
- Able to follow written and verbal instructions accurately.
- Ability to respond promptly and professionally to internal and external requests.
About Morgan Hunter
Since 1986, Morgan Hunter has served Kansas City-area employers to help them meet a range of hiring needs, from temporary staffing to direct-hire placements. Thoughtful and thorough in our approach, we’re also responsive and efficient, creating a tailored hiring experience for both employer and job seeker – because everyone deserves to find the right fit.
