Person Lines Insurance Private Client Group (PCG) Account Coordinator

$45,000 - $60,000/Yr

OVD Insurance - Wyoming, MI

Full-time - Mid Level

Remote - Wyoming, MI

About the position

The PCG Account Coordinator is responsible for servicing high-net-worth personal lines clients at OVD Insurance. This role involves direct communication with clients via phone, email, and in-person, assisting with policy changes, claims, and renewals while collaborating closely with senior agents and commercial producers. The position is hybrid, allowing for remote work after an initial training period.

Responsibilities

• Provide full service to private client group (PCG) clients via phone, email, and in-person, including policy changes, cancellations, billing, and carrier requests.
• Assist Sr. Agents with PCG claims, communicating with insureds, adjusters, and internal staff to provide resolutions and updates.
• Remarket current PCG client's renewal as requested by Sr. Agents.
• Coordinate renewal reviews of PCG accounts for Sr. Agents.
• Perform any other duties and tasks required by the Company.

Requirements

• High school diploma or GED required.
• Three (3) to five (5) years of experience in the field required.
• Active Property & Casualty License required.
• Experience working with high-net-worth individuals required.
• Knowledge of MI insurance law and other state insurance laws preferred.
• Extremely strong oral and written communication skills.

Nice-to-haves

• Experience in a hybrid work environment.
• Familiarity with insurance policy language and terminology.

Benefits

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