Account Coordinator

Job Summary

As an Account Coordinator in the license and permit bond space, you will be responsible for any operational aspects of an account as well as day-to-day activities.

This position will require a positive and coachable attitude to be successful. Strong multi-tasking and prioritizing skills are required.

On the job training will be provided.

General Responsibilities

Critical Job Functions :

• Performs tasks associated with the maintenance and building of client accounts.
• Assists team with plans designed to meet specific client needs.
• Gathers information from clients and partners as needed to help plan and schedule client meeting and assists with the coordination of client projects.
• Serves as a liaison between the internal team personnel to provide support and coordination.
• Communicate with the team about operations activities to meet daily deadlines.
• May ensure that all duties are completed within service level agreements.
• Any additional tasks required by the manager

Skills & Qualifications :

• Performs tasks associated with the maintenance and building of client accounts.
• Assists team with plans designed to meet specific client needs.
• Gathers information from clients and partners as needed to help plan and schedule client meeting, and assists with the coordination of client projects.
• Serves as a liaison between the internal team personnel to provide support and coordination.
• Communicate with the team about operations activities to meet daily deadlines.
• Articulate, well organized, and focused.
• Must be punctual and reliable.
• Goal oriented and highly motivated and resourceful to achieve results.

Educational requirement :

• High School / GED Education.
• Demonstrate a strong proficiency in Word and Excel.
• Ability to obtain the Associate in Fidelity and Surety Bonding designation within the first year.

Competencies Required :

Service focus Places great emphasis on creating customer loyalty by ensuring the highest value of service is always provided and by delivering on commitments to the customer.

Information seeking Underlying curiosity and desire to know more about things, people, or issues. They go beyond routine questions and dig for exact information to resolve discrepancies.

Composure and resiliency Able to deal effectively with pressure, recover quickly from setbacks, and remain optimistic and persistent even in stressful situations.

Also able to maintain self-confidence and avoid overly emotional responses in tense or difficult situations.

Communicating Provides the information required by others in a concise, direct, and unambiguous way. Strives to ensure that the receiver clearly understands the specifics of their message and they can listen to, receive, and understand messages conveyed by others.

Conflict management Addresses problems openly and objectively and brings substantial conflicts and disagreements into the open with the intention of resolving issues in an unemotional and constructive manner.

Analytical thinking Has the capability and the inclination to identify and synthesize information from diverse sources by looking for patterns in data, making connections between seemingly unrelated events, and understanding how different parts of a system are interdependent.

Accountability Takes responsibility for their own performance and accepts full ownership of issues, problems, and opportunities regardless of the source.

They work in a careful and organized manner, pay attention to all pertinent details, follow through on commitments and promises, and build trust through reliability.

Time management Able to manage multiple responsibilities by being organized and keeping on top of important time sensitive tasks.

WHY JOIN EPIC?

• Ranked #17 Top Global Broker by AM Best
• Ranked #17 Top 100 Largest U.S. Broker by Business Insurance
• Awesome Benefits : 401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellness Programs, Employee Award Programs (Trips!).

EPIC embraces diversity in all its various forms whether it be diversity of thought, background, race, religion, gender, skills or experience.

We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.