Personal Risk Account Coordinator

A company is looking for a Personal Risk Account Coordinator (Hybrid VT or NY).

Key Responsibilities

Assist Account Managers with processing endorsements and creating insurance documentation

Liaise with external carriers and escrow companies, ensuring timely follow-ups on policy endorsements

Maintain client files and manage electronic documentation in the EPIC system

Required Qualifications

2+ years of administration / operations and customer service experience

Experience in Property & Casualty insurance, particularly Personal Lines coverage

High School Diploma or GED required; additional education / training preferred

Familiarity with EPIC software and proficiency in Outlook, Word, and Excel

P&C License required within six months of hire