Note: The job is a remote job and is open to candidates in USA. Wealthspire is a company that provides consultative advisory services in risk management and wealth management. The Personal Lines Account Coordinator will support client accounts by providing administrative and servicing support, collaborating with Account Managers and insurance carriers to ensure timely service delivery and assist in processing endorsements and policy documentation.
Responsibilities
- Assist a team of 7+ Account Managers with daily or routine responsibilities in processing endorsements, agency bill transactions, creating evidences of insurance and automobile identification cards and direct bill reconciliations
- Will liaise with external carriers and escrow companies
- Inputs changes (such as renewals) and files various items electronically in EPIC document management system
- Follow up with the insurance companies for outstanding policy endorsements, etc
- Prepares I.D. cards, evidence of insurance, applications, binders and cancellations under the direction of Account Manager or Account Executive
- Maintains suspense file both electronic and manual for various correspondence and endorsements
- Processes premium and non-premium endorsements
- Will assist on various projects as needed and assign by Department Manager
- Matches mail, i.e. policies, endorsements, pending mail, copies
- When working from home, you must maintain a private workspace to secure company equipment and correspondence; maintain high-speed internet, be present and responsive online and minimize personal interruptions during your work shift
Skills
- 2+ years of administrative or customer service experience, with insurance experience required
- High school diploma or GED required
- Proficient in Outlook, Word, and Excel
- Good written and verbal communication skills
- Comfortable making independent decisions and collaborating with others
- Team‑oriented, adaptable, and committed to continual learning and development
- Experience using Applied EPIC preferred
- Bachelor's degree preferred
- P&C license preferred or willingness to obtain within 6 months
Benefits
- PTO & paid holidays
- 401(k) with match
- Exclusive discount programs
- Health & wellness programs
- Performance-based incentives
Company Overview