Account Coordinator
CurrentTeam Captain; Providing assistance, coaching, training, and daily motivation. Delegated work to appropriate team member. - Establishing and building customer relationships, promoting customer retention and loyalty. - Ensuring customers are satisfied with the company’s products and services, - Provide high-level attention to detail, and work to resolve any customer dissatisfaction.- Answering Billing Questions, taking payments. Pending Cancelation Taskforce Leader - Leading a team responsible for reaching out to clients about their past due balance and upcoming cancelation for the purpose of customer and revenue retentionCreated and maintained Master Renewal Tracker- - Keeping track of all Insurance policies up for renewal in a three-month period - Identifying Top 5 highest revenue accounts up for renewal- highlighted them to Account Executive - Logging Renewals, or noting them as non-renewed for data purposesRisk Assessment - Assessed policies with upcoming renewal to provide insight to Account Executives and management on where to focus their energy, and provide insight to clients as to why their renewal premium either increased or decreased. Generating Certificates of InsuranceProcesses endorsements -Adding/Removing drivers or vehicles -Increasing or decreasing coverages,