What are the responsibilities and job description for the Commercial Lines Accoun t Coordinator (P&C Insurance) position at Creative Planning?
Title: Commercial Lines Accoun t Coordinator (P&C Insurance)
Location: Overland Park, KS
Job Description: JOB SUMMARY
The Commercial Lines Account Coordinator supports Account Managers and Producers by processing
insurance documents, certificates, and policy-related transactions while assisting with a variety of tasks.
This role plays a key part in ensuring accurate, timely service and delivering an exceptional experience for
clients and carrier partners.
We do not accept resume submissions from third-party recruiters or staffing agencies. Please contact
our recruiting team directly.
JOB DUTIES:
• Navigates to various company websites to obtain, process and distribute insurance policies,
endorsements, audits, cancellation notices and reinstatement notices.
• Forwards policies to our third-party vendor for Quality Control.
• Follow up on policy documents with companies to ensure timely processing.
• Assists in processing certificate requests and verify policy compliance by researching current
documents independently. Work with Account Managers to indicate non-compliance issues and
offer resolution options to the insured as needed.
• Assists Account Managers when needed by performing various tasks such as web-based
marketing, checking large vehicle or equipment schedules for accuracy, generating proposal
templates, pulling loss runs, etc.
REQUIRED EXPERIENCE/QUALIFICATIONS:
• Strong communication skills, both oral and written.
• Good listening skills and attention to detail are critical.
• Ability to manage multiple tasks concurrently and prioritize workload appropriately.
• Strong relationship-building skills with Producers, companies, co-workers.
• Able to be a team player and adapt to a fast-moving, changing work environment with a positive
attitude
• Ability to navigate company websites to obtain documents.
• Knowledge of agency management systems and Microsoft Office.
• Willingness to take on new tasks as needed.
PREFERRED EXPERIENCE/QUALIFICATIONS:
• Minimum of 3 years insurance experience.
• Property and Casualty Insurance Agents License in Kansas or Missouri.
• Knowledge of commercial insurance products and usages.
• Knowledge of AMS360
TECHNICAL SKILLS:
• Microsoft Office – specifically Excel, Word
• Ability to navigate the Internet