Job Description
Job Description
Client Service Coordinator-Commercial Lines
Updated 8 / 2025
Department : Insurance
Reports To : Department Leader
Position Mission Statement
To fulfill KFG’s mission of educating, advising and serving with character and integrity by providing timely, considerate and professional service for personal and commercial lines insurance clients. To build trust with insurance clients and team members and add referable value in KFG’s relationship with insurance clients.
Responsibilities and Tasks
Service
- Answers policy change questions, quotes potential changes for customers and processes changes. Ensures accurate & processing of changes by companies
- Answers coverage-related questions for clients
- Provides coverage documentation for clients, banks or other lenders as needed
- Handles advanced billing questions
- Performs policy reviews to ensure no material changes have taken place impacting agency coverage recommendations
Retention
Reviews upcoming client renewals based upon renewal guidelines to target potential clients for re-marketGathers information to remarket targeted clients and work to determine if an alternate carrier is a more appropriate fitQuotes and issues rewritten policies, cancels prior coverage and ensures accurate processing of related items with carrier. Reviews, processes & indexes all forms, documents and photos required to comply with carrier requirements for audit purposesClient retention goal of 92%Claims
Accepts claim inquiries from clients and advises client based upon pertinent information such as other parties involved, injuries sustained, damage incurred and deductiblesInforms client of potential related claim surchargesFiles and documents claims with carriers & in agency management systemCommunicates with company adjusters, & third parties (body shops etc.) as needed acting as a liaison in the event of poor communication between client and adjusterIn the event of an emergency, offers additional assistance such as scheduling disaster restoration services or other mitigation to minimize potential lossNew Business
Serves as initial point of contact for prospective commercial insurance clientsAssists in gathering data / scheduling Needs Analysis calls for commercial producersAssists producers in marketing risks by preparing and sending Accord Applications and / or entering proposals onto sites of various insurance carriersWorks together with producer to create professional insurance proposals for client deliveryGeneral administrative / client support for commercial producersPerform other duties as required.Required Skills and Abilities
Significant computer and software training or experience (i.e. Microsoft Office, AMS or Applied Agency Management systems, EZLynx or other comparative rater software)Must have a desire to pursue professional development, additional licenses and / or designationsCIC DesignationAbility to manage up to $3,000,000 commercial premium volume book of businessMust be a team player and able to collaborate with insurance and other department team membersComfortable interacting with clients via telephone, email, text, video conferencing or face-to faceMust be coachable, goal oriented, grasp concepts quickly, able to work in a fast-paced environment, embrace change and have a strong desire to learn and grow in the insurance industryEducation and Experience
Bachelor’s degree from an accredited college or university, preferredTwo to three years insurance service experience, preferredProperty & Casualty license is required, or able to obtain3+ years commercial insurance experienceCIC designation, preferredHigh School diploma or GED equivalentPhysical Requirements
Prolonged periods of sitting at a desk and working on a computer.