Account Support Coordinator in St. Petersburg, Florida at Esplanade Equity LLC

Position OverviewThe Account Support Coordinator supports Palm Insurance Management’s Account Managers by handling recurring, process-driven service responsibilities, including certificates of insurance, loss-run requests and follow-up, client-file setup and administration, first-line telephone coverage, and request documentation, tracking, and escalation. This role allows Account Managers to devote more time to renewals, carrier marketing, underwriting, coverage analysis, client consultation, account planning, and problem resolution.

The ideal candidate is organized, responsive, and comfortable managing a large volume of requests without sacrificing accuracy. The role requires sufficient commercial-insurance knowledge to recognize when a request is routine and when it requires licensed or higher-level review.

Core Responsibilities

Prepare and distribute routine certificates of insurance.Review certificate requests for completeness and accuracy.Escalate nonstandard wording, additional-insured, waiver, or coverage requests.Request loss runs from carriers and wholesalers and track outstanding requests through completion.Create and maintain electronic client files and agency-management-system records.Save and label correspondence, policies, endorsements, applications, and supporting documents.Answer incoming calls, identify the caller’s needs, resolve routine administrative questions, and route technical, coverage-related, billing, claims, or urgent matters appropriately.Document client and carrier activity in the agency-management system.Maintain open-item and follow-up lists and communicate realistic turnaround times.Support Account Managers during renewal and onboarding periods.Follow Palm Insurance’s documentation, response-time, escalation, and quality-control standards.Verify names, locations, policy information, certificate holders, additional-insured requests, and documentation requirements.Recognize requests that could change or misrepresent coverage and escalate them appropriately.Maintain confidentiality of client and company information.Other duties as assigned.