Agency Support Coordinator

AGENCY SUPPORT COORDINATOR

• Louisville, KY
• Full-time

Position Summary

The Agency Support Coordinator supports Producers, Account Executives, and Account Managers by processing work associated with customer insurance needs, such as issuing certificates of insurance, ID cards, data entry, invoicing, policy processing, and other tasks. The Agency Support Coordinator will work on both personal and commercial coverages.

RISE Partners is a dynamic, fun, independent property and casualty insurance agency located in Louisville, KY and we are growing! Our team is committed to unparalleled service and long-term relationships built through trust and partnership. Ideal candidates bring a positive attitude to work every day and truly enjoy working with other teammates and clients.

RISE – R*edefining Insurance through Service and E*xpertise!

Job Duties and Responsibilities

• Issues certificates of insurance, evidence of property, and auto ID cards
• Assists with preparation of proposals, renewals, and other documents for clients (policy binders, folders, etc.)
• Enters client and policy information into agency management system
• Processes policy change requests from start to finish - working with carriers, following up with clients, confirmations, billing, and ensuring accuracy of data updated in agency management system
• Coordinates agency-bill invoicing with accounting department
• Downloads carrier files into agency management system
• Runs and reviews daily activity reporting
• Organizes and prepares information for quoting and summaries of insurance
• General office duties and answering phones and answering general client questions on policy information and how to file claims

Minimum Qualifications:

• Excellent written and verbal communication skills
• Proficiency in Microsoft Office programs including Outlook, Excel, Word, and Teams
• Strong attention to detail and well-organized
• Enjoys working with others - employees and clients
• Ability to work independently
• High School Diploma
• Background check

Preferred Skills (not required)

• · Experience in property and casualty insurance
• · Experience working in Applied EPIC agency management system
• · Property and Casualty License

*Please note this job description is not designed to cover or contain a comprehensive listing of activities required for the job. Duties and activities may change at any time with or without notice.

Other Details:

Compensation: Hourly or Salaried arrangement available $35K - $50K annually with growth opportunities

Benefits:

• Paid time off, paid training, paid holidays
• Health, dental, and vision insurance
• Company-paid life and disability insurance

Regular Hours: 8:00am – 4:30pm Monday through Friday

Office Location: 908 Lily Creek Rd. Suite 101, Louisville, KY 40243

Partial remote work can be considered.

Job Type: Full-time

Pay: $35,000.00 - $50,000.00 per year

Benefits:

• Dental insurance
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Professional development assistance
• Vision insurance

Schedule:

• Monday to Friday

Ability to commute/relocate:

• Louisville, KY 40243: Reliably commute or planning to relocate before starting work (Preferred)

License/Certification:

• Driver's License (Preferred)

Work Location: One location

Salary : $35,000 - $50,000