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Commercial Lines Accoun t Coordinator (P&C Insurance)

Creative Planning

Job-ID: 2026-07-Commercial-Lines-Account-CoordinatorLocation: Overland Park, KSSource: Commercial Lines Account Coordinator (P&C Insurance)Location: Overland Park, KSJob Description:JOB SUMMARYTheCommercial Lines Account Coordinatorsupports Account Managers and Producers by processinginsurance documents, certificates, and policy-related transactions while assisting with a variety of tasks.This role plays a key part in ensuring accurate, timely service and delivering an exceptional experience forclients and carrier partners.We do not accept resume submissions from third-partyrecruiters or staffingagencies. Please contactour recruiting team directly.JOB DUTIES:Navigates to various company websites to obtain, process anddistribute insurance policies,endorsements, audits, cancellationnotices and reinstatement notices.Forwards policies to our third-party vendor for Quality Control.Follow up on policy documents with companies to ensure timely processing.Assists in processing certificate requests and verify policy compliance by researching currentdocuments independently. Work with Account Managers to indicate non-compliance issues andoffer resolution options to the insured as needed.Assists Account Managers when needed by performing various tasks such as web-basedmarketing, checking large vehicle or equipment schedules for accuracy, generating proposaltemplates, pulling loss runs, etc.REQUIRED EXPERIENCE/QUALIFICATIONS:Strong communication skills, both oral and written.Good listening skills and attention to detail are critical.Ability to manage multiple tasks concurrentlyand prioritize workload appropriately.Strong relationship-building skills withProducers, companies, co-workers.Able to be a team player and adapt to a fast-moving, changing work environment with a positiveattitudeAbility to navigate company websites to obtain documents.Knowledge of agency management systems and Microsoft Office.Willingness to take on new tasks as needed.PREFERRED EXPERIENCE/QUALIFICATIONS:Minimum of 3 years insurance experience.Property and Casualty Insurance Agents License in Kansas or Missouri.Knowledge of commercial insurance products and usages.Knowledge of AMS360TECHNICAL SKILLS:Microsoft Office specifically Excel, WordAbility to navigate the Internet

Vacancy posted 23 hours ago
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