Commercial Lines Account Coordinator

 Enter new accounts in Applied Epic.

· Create Master Certificates of Insurance.

· Issue PDF version of COI via mail and email, at renewal/new account establishment/upon request by insured.

· Issue version of Auto ID cards at renewal/new account establishment/upon request of Insured.

· Review contract requirements and Provide COI’s and Id cards to requestor, within a timely manner.

· Pull policies from carrier websites and save to Sharepoint files.

· Retrieve Blanket Endorsements from policies and place in Sharepoint files.

· Request and/or retrieve Endorsements from various sources.

· Upload certificates to various websites.

· Retrieve Specific Endorsements from the carrier(s) and work with Account Executive on issuance.

· Attach form into our agency management system (Applied Epic).

· Faxes-Distribute incoming faxes accordingly.

· Occasional Reception relief - i.e., cover lunch

· Mail - Post mail, open incoming mail, date stamp and distribute to appropriate team.

· Monitor cancellations on carrier websites and incoming mail then distribute to appropriate team

REQUIRMENTS:

-Knowledge of Applied EPIC

-Experience of 3 or more years supporting insurance sales team required