Account Coordinator

icon building Company : Alera Group
icon briefcase Job Type : Full Time

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Job Description - Account Coordinator

Overview:

Lighthouse Insurance group, an Alera Group Company is seeking an

Account Coordinator

to join our Commercial team in Grand Rapids, MI.

Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact?
Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success?

If that is what youre looking for, this is your chance to be part of an amazing organization!

About Lighthouse, An Alera Group Company
Established in 1995, Lighthouse is a full-service insurance firm serving communities throughout Michigan. We are proud, trusted insurance experts empowering our clients to live confidently knowing the Lighthouse Team is behind them. As an Alera Group company, our teams have access to a national pool of industry-leading resources while maintaining our unique local capabilities, relationships, and commitment to the communities we serve. We provide the best of both worlds: national scope and local service.

Why Work Here?
We maintain a unique model of collaboration at a local and national level enabling employees to learn, grow, and make a positive impact. We focus on listening generously, speaking straight, and building each other up through mutual accountability and shared success.

Objective:
This position is responsible for supporting both Account Managers and Producers to deliver an exceptional experience to both clients and prospective client. A successful Account Coordinator will have the service skills needed to meet internal and external customer needs, aiding in the gain and retention of the Lighthouse Group client base. The ability to organize and prioritize work during high volume periods to meet deadlines and expectations is a critical component of this role. This position requires interaction with Lighthouse Group leadership, colleagues, clients, and carrier representatives.

Responsibilities:
Develop and maintain strong relationships with the Internal Services, Account Management and Producer teams
Adhere to agency best practices relative to workflow management and data integrity
Support the management of renewal and proposal processes
Prepare documents for client meetings
Assist Account Managers with client management and stewardship tasks; including, but not limited to, claims, reporting, motor vehicle reports, and certificates insurance
Assist in the maintenance of stewardship reporting for Account Management team
Research policy language and compare coverage options to support Account Manager decision-making
Master internal client management systems, including AMS 360 and ImageRight
Assist in training junior team members
Pursue a program for personal and professional development
Create and maintain a positive work environment

build trust, open communication, creative thinking & cohesive teamwork
Support Lighthouse Group culture through leading by example
Performs other duties and projects as needed

Qualifications:
Exceptional organizational, attention to detail and time management skills
Basic understanding and use of Microsoft Office products
Possess or willing to obtain a Property, Casualty, Life, and Health license
Additional designations highly desirable (CPCU, CIC, CISR, etc)
Ability to read, analyze, interpret, and communicate insurance coverage
Thorough understanding of underwriting and insurance coverage
Ability to understand workflows and identify opportunities to streamline and improve established process
Very strong verbal and written communication abilities
Ability to calculate figures - commissions, interest, carrier rating, and percentages
Ability to define problems, collect data, establish facts, and draw valid conclusions
Ability to interpret an extensive variety of instructions in written form

Equal Opportunity Employment:
We offer comprehensive benefits to employees, including medical, dental, STD, LTD and life insurance, 401k, paid time off and much more.

We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

If you're a California resident, please read the

California Consumer Privacy Act

prior to applying.

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