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The Account Coordinator supports account managers and clients by conducting data entry, preparing reports, auditing billing, and delivering customer service.

Write, edit, and publish long-form marketing content (websites, blogs, landing pages, emails, ads) and social content. Research insurance topics, interview SMEs, apply on-page SEO, manage content calendars, collaborate with marketing and design teams, monitor performance, and support campaign and sales enablement efforts.

Manage large, complex commercial P&C accounts by designing insurance programs, negotiating with carriers, preparing proposals, supporting producers, handling renewals and audits, and ensuring accurate, timely account servicing.

Support Employee Benefits Producer by managing client relationships, generating proposals and presentations, servicing existing policies, coordinating with carriers, and acting as primary contact between clients, prospects, agency, and producer.

Manage a book of personal lines insurance business, handle renewals, endorsements, cancellations, and client education. Maintain agency management records, liaise with carriers and underwriters, develop proposals, and collaborate with internal teams to grow and retain accounts.

Greet visitors, maintain lobby and common areas, manage incoming/outgoing mail and customer files, handle multi-line phone system, triage complex requests to service teams, assist account managers, order supplies, and engage with clients and company culture.

The Senior Loss Control Consultant analyzes loss data, conducts safety assessments, guides clients on compliance, and delivers training solutions, while also supporting client presentations.

Manage and service commercial insurance accounts: design coverage programs, prepare proposals, coordinate renewals and audits, support producers, build carrier relationships, mentor CSRs, and pursue client referrals to grow business.

Support month-end, quarter-end, and year-end close by preparing journal entries, maintaining reconciliations, resolving variances, using FloQast, and supporting audits, internal controls, and acquisitions within Sage Intacct/Applied Epic.

Provide administrative support to account managers and clients for employee benefits tasks including data entry, enrollment materials, billing audits, carrier paperwork, report preparation, and client meeting attendance while delivering excellent customer service.