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Commercial Account Coordinator

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7105 West Mequon Road, Mequon, WI, USA

Job Type


About the Role

The Commercial Account Coordinator is a full time in office position that requires attention to detail, ability to prioritize, and meet deadlines with a high degree of accuracy.

The available position is a great opportunity for a College Grad looking to jump start a career, or even the experienced Insurance Professional who is looking for more of an administrative role.


The Commercial Lines Account Coordinator position consists of minimal client contact, and focuses on supporting the Account Manager and Account Executive by taking care of the administrative details including timely processing of policy renewals, endorsements, rating, certificate requests, preparing detailed Insurance Proposals, and more. Through collaborating with the Account Manager and Account Executive you will be part of a cohesive team to reach the common goal of efficiency and client satisfaction.

The Account Coordinator will keep the agency management system current by updating policy information, record daily processing activity, attach policy documents and documenting all communication in the client file in order to facilitate shared client information in a clear and concise manner to your team members.


  • Bachelor's Degree or equivalent experience working In Commercial Lines Insurance.

  • Exceptional oral and written communication skills.

  • Self-motivated, with excellent organization and time management skills.

  • Desire to be a part of a positive working environment where team work is key.

  • Must possess the ability to efficiently multi-task while maintaining accuracy and attention to detail.

  • Professional and friendly demeanor.

    Continuous desire to learn and grow professionally.

  • State of Wisconsin Property and Casualty license preferred but not required.

  • Experience working with Commercial Insurance preferred but not required.


  • Highly competitive wages

  • Paid Holidays

  • Paid Time Off given as a block of hours rather than days

  • Flex Time

  • Half day Fridays Memorial Day through Labor Day

  • Benefits Include: Medical, Dental, Vision, Life/AD&D, Disability

  • Simple Retirement Plan with Company match

  • Earn additional Paid Time Off for Volunteering for your favorite Non-Profit

  • Company sponsored Continuing Education, designation courses, and training

  • Agent discount on personal insurance

  • Community events and Agency sponsored volunteer opportunities

    • Newly remodeled office space

  • Fun Company events and outings to build camaraderie with team members

  • Business casual dress code with the exception of Packer/Brewer/Bucks/Badger days and casual Fridays

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