Last Mile Program Insurance Account Coordinator

$37,440 - $52,000/Yr

OVD Insurance - Wyoming, MI

Full-time - Entry Level

Remote - Wyoming, MI

About the position

The Last Mile Program Insurance Account Coordinator plays a crucial role in managing both existing and new business for the Last Mile Team at OVD Insurance. This position focuses on providing daily support to Account Managers and Sales Agents, ensuring effective communication with clients and accurate management of policy documents and requests. The role requires a blend of customer service skills, insurance knowledge, and administrative capabilities to maintain client satisfaction and compliance with insurance regulations.

Responsibilities

• Support Last Mile Account Managers in managing their books of business.
• Assist Account Managers with client communications via email, phone, or mail.
• Entry of policy documents/documentation into the agency management system.
• Help to manage client renewal processes.
• Review policies for accuracy after the quoting and binding process.
• Monitor and help manage the incoming certificates email inbox and complete certificate requests promptly.
• Monitor and help to manage the incoming queue phone calls.
• Advise clients on proper coverage with policy changes upon request.
• Work and collaborate with the team to ensure client satisfaction.
• Follow insurance laws as well as multiple carrier guidelines and eligibility rules.
• Perform any other duties and tasks required by the Company.

Requirements

• Property & Casualty License required.
• Bachelor's degree preferred.
• P&C insurance industry experience highly preferred.
• Intermediate to Advanced Excel skills (example - formula application and creation).
• Ability to work onsite in a full-time or hybrid capacity (management discretion).
• Ability to comprehend contractual language and compliance with insurance requirements.
• Excellent interpersonal skills.
• Extremely strong oral and written communication skills, including the ability to translate technical language for end users.
• High energy work ethic with the ability to work independently while maintaining excellent customer relationships.
• Ability to work collaboratively with others.
• Ability to work without direct supervision.

Nice-to-haves

• Experience in customer service or client management roles.
• Familiarity with agency management systems.

Benefits

• Health insurance
• Dental insurance
• 401(k)
• Paid time off
• Vision insurance
• Work from home