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Client Account Supervisor

Fort Lauderdale, FL, USA

Job Type

Full Time

Workspace

Hybrid

About the Role

Are you looking to start a new career in the Insurance industry, or are you a current insurance agent looking for a change? If this is you, then look no further! We are hiring for an Account Coordinator - Personal Lines in our New , FORT LAUDERDALE, FL office. We seek candidates with strong communication and customer service skills! Come apply now with us at AssuredPartners.



The Account Coordinator assists the Account Executive or Account Representative and other department personnel by processing work associated with insurance accounts, such as issuing certificates of insurance, rating, data entry, renewal preparation, and other tasks by performing the following duties. This is a great entry-level role in our insurance organization; if you want to learn, this is for you!


A successful Account Coordinator needs to be an effective communicator with both clients and coworkers. Other required skills include:


  • Attention to detail to ensure clients receive the correct advice and support

  • Problem-solving skills to help clients who may experience issues

  • Ability to think creatively when producing promotional material and helping prepare for events

  • Strong organizational and multitasking skills to provide effective support to a large number of client accounts

  • Computer skills, including word processors and spreadsheet software

  • Ability to explain products and concepts clearly and concisely to clients


Qualifications:

  • Insurance experience preferred

  • Insurance license preferred

  • Strong organization and communication skills

  • Tech savvy; ability to navigate multiple systems including Agency Management Software; Intermediate skills in Microsoft Office products


Job Type: Full-time


Pay: $40,000.00 - $60,000.00 per year

Common salary: $21 hourly. Typical salaries range from $9 - $37 hourly


Benefits:

  • 401(k) matching

  • Dental insurance

  • Employee assistance program

  • Health insurance

  • Health savings account

  • Life insurance

  • Paid time off

  • Parental leave

  • Referral program

  • Vision insurance


Schedule:

Monday to Friday


Requirements

Responsibilites:

  • Enters client information into system applications and rates lines of coverage as needed.

  • Checks policies for accuracy when carriers receive and prepare for delivery to the insured clients.

  • Processes change requests, follows up with carriers as needed, reviews endorsements for accuracy, and generates accurate invoices. Creates general correspondence to carriers and clients.

  • Submits claims to carriers at the direction of the Account Representative.

  • Issues evidence of property insurance, automobile, and boat identification cards.

  • Assists in renewal marketing preparations by running expiration lists.

  • Process renewals, endorsements, acknowledgments, non-pays, reinstatement, and cancellations.

  • Verify company websites for accurate information; call companies if follow-up is needed and update the system accordingly.

  • Checks follow-ups daily; distribute mail; add activities for premium increases from the download report.

  • Other duties as assigned.

  • Travel is expected to be negligible in this role.


Experience:

  • Insurance: 1 year (Preferred)

  • EPIC: 1 year (Preferred)

  • Construction Insurance: 1 year (Preferred)


License/Certification:

  • Property & Casualty License Location: One location


A few tips to make your application more effective


The means through which you first present yourself is your CV and for this very reason, it needs to be clear, concise and drawn up with due care and attention. Some tips you might want to consider:

  • Specify your educational and professional experience starting with the most recent. This will help those who are reading your CV to identify, at a glance, any possible ties (connections) between your educational and professional career and the position for which you are applying;

  • Check and update your contact information, always stating you home details, in addition to your place of residence;

  • Remember to include the final mark of all the qualifications attained, always specifying the maximum top mark (e.g. 108/110);

  • Clearly highlight achievements, strengths and distinctive characteristics;

  • State your current level of knowledge and fluency in foreign languages, adding any certificates achieved;

  • Do not write more than two or three pages, a summary of just the most important information makes your application easier to assess;

  • If you wish to apply for a job opportunity on our website, please give us your consent to the processing of your personal data by checking the appropriate box in the application form.

About the Company

KS REALTY GROUP employees make all the difference, every day.

In order to achieve our mission, we constantly seek out the best talent, people who know how to work in a team and who also show initiative, flexibility and enthusiasm. People who are pragmatic and able to work towards their objectives, bringing added value to the position they will be called to cover

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