CL Account Coordinator

OVD Insurance•Grand Rapids, MI

31m•Hybrid

About The Position

What does it mean to be part of one of the fastest-growing independently owned insurance agencies in the country? It means joining a company that believes success is built on strong relationships and an intentional, values-driven culture. It means bringing your creativity and talent to the table—because here, your contributions help shape the direction of the company. If you think outside the box, swim upstream, enjoy being part of a fun, upbeat team, and want to make a real difference in people’s lives—we guarantee, OVD is the place for you. What’s in it for you? Competitive Compensation & Benefits – Strong packages that reflect our commitment to our team. Ample Growth Opportunities – A clear path for professional development and advancement. Workplace Flexibility – Enjoy a hybrid workplace schedule to support a healthy work-life balance. Onsite HealthBar – Free access to an onsite nurse for blood draws, check-ups, flu shots, and more. Culture that Connects – A supportive team environment, opportunities to volunteer with local nonprofits, and time to connect outside of work. Position Summary: Commercial Insurance Account Coordinators serve as the gateway to the world of Commercial Insurance, facilitating professional advancement and financial growth towards more senior positions. In this role, you will assist in managing both the current portfolio and new business acquired by the Commercial Lines (CL) Team. The primary goal of an Account Coordinator is to deliver daily support to Account Managers and Sales Agents. Daily tasks encompass policy entry, modifications or endorsements, liaising with OVD clients, addressing certificate needs and requests, and working in tandem with the team. Location: Grand Rapids, MI Work Model: Hybrid (after initial 90-day training period)

Requirements

Property & Casualty License required (licensure information available by request).
Bachelor’s degree preferred.
P&C insurance industry experience preferred, but not required.
Intermediate to Advanced Excel skills (example - formula application and creation).
Ability to work onsite in a full-time or hybrid capacity (management discretion).
Ability to comprehend contractual language and compliance with insurance requirements
Excellent interpersonal skills. Warm, approachable, savvy, and empathetic. Creating trust is a key function of this role.
Extremely strong oral and written communication skills, including the ability to translate “technical speak” in a way that end users at all levels can understand
High energy work ethic with ability to work independently while maintaining excellent customer relationships.
Ability to work collaboratively with others.
Ability to work without direct supervision.

Responsibilities

Support CL Account Managers in managing their books of business.
Assist Account Managers with client communications via email, phone or mail.
Entry of policy documents/documentation into the agency management system.
Help to manage client renewal processes.
Review policies for accuracy after the quoting and binding process.
Monitor and help to manage the incoming certificates email inbox and complete certificate requests promptly.
Monitor and help to manage the incoming queue phone calls.
Advise clients on proper coverage with policy changes upon request.
Work and collaborate with the team to ensure client satisfaction.
Follow insurance laws as well as multiple carrier guidelines and eligibility rules.
Any other duties and tasks that are required by the Company.