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Finance
Insurance Sales Agent
Lakeland, FL
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Job Description Help for Job Description. Opens a new window. The Account Coordinator I is responsible for daily servicing of clients including new and renewal business processing while maintaining exceptional customer relations with clients. This position processes administrative tasks as needed, services clients in a timely manner, and performs such other duties as are required to establish, service and maintain accounts.
Essential Functions:
Maintains open items checklists/timelines
Prepares certificates of insurance
Works directly with account managers assisting with tasks associated with client insurance servicing.