Weichert Realtors
Weichert Insurance Agency is seeking an enthusiastic Insurance Account Coordinator to join our dedicated team. This position is essential in providing exceptional customer service and administrative support to our Account Executives and Managers. You will play a crucial role in facilitating the sale of various insurance policies, including home, auto, flood, umbrella, and jewelry insurance.
Your core responsibilities will include:
Collaborating closely with Account Executives, Account Managers, customers, realtors, mortgage and finance companies, attorneys, and settlement companies to ensure the smooth sale of insurance products.
Preparing and processing documentation required for our clients' insurance needs, ensuring compliance with carrier and agency standards.
Issuing binders, receipts, invoices, ID cards, and other necessary documents to customers and partners.
Obtaining Level One quotes through the PL Rater system and updating them as necessary for timely closings.
Managing and following up on required documents, payment processes, and the issuance of policies.
Conducting flood zone searches for properties as needed by Account Executives.
Maintaining compliance with the standards for our Excess and Surplus line carriers.
Performing quality control by completing the New Business Checklist and addressing discrepancies with carrier underwriters.
The ideal candidate will have:
A high school diploma or GED (an Associate's or Bachelor's degree is preferred).
A Property & Casualty license (preferred but not required).
1-2 years of relevant experience in the insurance or banking industry.
Familiarity with traditional insurance products and basic understanding of insurance carriers.
Proficiency in Microsoft Office and strong oral and written communication skills.
An ability to multitask effectively in a fast-paced work environment.
Strong attention to detail and basic math skills.
We offer a competitive salary range of $46,000 to $52,000, based on experience and qualifications. Additionally, our comprehensive benefits package includes medical, dental, and vision insurance, life and disability coverage, a 401(k) retirement plan, Paid Time Off (PTO), Flexible Spending Accounts (FSA), and much more. Join our team and help make a difference in the lives of our customers!
Location: Morris Plains, NJ