Note: The job is a remote job and is open to candidates in USA. Wealthspire is a leading organization providing consultative advisory services in risk management and wealth management. They are seeking a Personal Lines Account Coordinator - Processing to assist account teams with administrative tasks and client servicing, ensuring quality control and data integrity in their processes.
Responsibilities
- Provide quality control after Account Managers service customers as a result of writing policies, making changes, etc
- Maintains electronic suspense files in Epic as part of daily work management
- Will assist on various projects as needed and assigned by Department Manager
- Mail processing
- Develops, maintains, and demonstrates working knowledge with our numerous carriers including their websites
- Performs policy checking
- Creates and maintains client files in the agency management system in accordance with office workflow and procedures
- Work with other departments to ensure data integrity
Skills
- 2+ years of administration/ops and customer service experience
- HS Diploma or GED required
- Good written and verbal communication skills
- Self-confident to make sound independent decisions
- Ability to successfully interact with a variety of stakeholders
- Team player, adaptive to mentoring and continual learning
- Solid analytical and problem-solving skills
- Strong emphasis on attention to detail
- Strong priority management skills
- Access to a reliable, confidential, and interruption-free workspace
- Stable high-speed internet connection
- Experience in P&C insurance, especially Personal Lines coverage
- Additional education/training preferred
- Experience in insurance and EPIC software
- Proficiency in Outlook, Word, and Excel
Benefits
- PTO & paid holidays
- 401(k) with match
- Exclusive discount programs
- Health & wellness programs
- Performance-based incentives
Company Overview