Insurance Account Coordinator (Post-Quote Operations)

Pantheris Insurance Group is seeking a highly organized and detail-oriented Insurance Account Coordinator to manage the workflow from the ---------- nt a client approves a quote through policy binding and servicing. This role is critical to delivering a smooth client experience while ensuring underwriting requirements, documentation, and operational timelines are handled efficiently.

Qualifications - PLEASE READ
• Prior insurance agency or brokerage experience required
• FLUENT IN ENGLISH
• Strong organizational skills and ability to manage multiple deadlines
• Excellent written and verbal communication skills
• Experience using Applied Epic REQUIRED
• High attention to detail and strong follow-through
• Florida insurance experience is a plus

Key Responsibilities
• Send insurance applications and supplemental forms for electronic signature
• Follow up with clients to obtain signed applications and required documentation
• Coordinate with carrier underwriting teams to finalize and bind policies
• Issue Certificates of Insurance (COIs) and Evidence of Insurance (EOIs) to lenders, landlords, and third parties
• Prepare and send invoices to insureds and lending institutions
• Track policy status updates and maintain accurate records in the agency management system (AMS)
• Review policies and documents for completeness and accuracy
• Communicate professionally with clients, underwriters, mortgage brokers, lenders, and internal staff
• Assist with renewals, endorsements, and administrative servicing tasks as needed

HOW TO APPLY.
Include you resume and VIDEO explaining why you are a good fit for this job