Commercial Lines Associate Account Coordinator

Commercial Lines Associate Account Coordinator

Located in Phoenix, AZ.

$50,000.00‑$

The Commercial Lines Associate Account Coordinator supports the service and management of customer accounts by assisting with certificates of insurance, , and evidence of property insurance. This role also processes change requests, endorsements, audits, and claims, while maintaining accurate documentation, updating spreadsheets, and ensuring timely follow‑up to support business production and retention.

• Issue certificates of insurance and evidences of property insurance
• Issue
• Order loss runs
• Order Experience mods from current carriers
• Order MVR’s when required for wholesalers
• Process Change Requests
• Process Endorsements and invoice any Agency Bill items
• Process Policies (complete checklist, communicate any discrepancies with AE)
• Process Audits and Invoice any Agency Bill items
• Claim Reporting
• Pull online documents
• Attach documents
• Update spreadsheets
• Summaries of insurance if requested by AE
• Maintain current activities and follow‑up as necessary

• P&C Licensed (Preferred)

• 1 year of Commercial Insurance experience, preferred
• High school diploma or equivalent
• Proficient with MS Office Suite
• Exceptional telephone demeanor
• Ability to maintain a high level of confidentiality
• Professional office environment experience

• Health Benefits:
  
  Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• Financial Benefits:
  
  ESPP; 401k;
  Student Loan Assistance;
  Tuition Reimbursement
• Mental Health & Wellness:
  Free Mental Health & Enhanced Advocacy Services
• Beyond Benefits:
  Paid Time Off, Holidays, Preferred Partner Discounts and more.

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.

As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, The Power to Be Yourself.

Entry level

Full-time

Sales and Business Development