Account Coordinator – Commercial Lines

Job not on LinkedIn

🔥 2 minutes ago

🏄 California – Remote

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💵 $21 - $42 / hour

⏰ Full Time

🟢 Junior

🟡 Mid-level

💰 Account Manager

👻 Ghost score 2%

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Logo of Relation Insurance Services

Relation Insurance Services

1001 - 5000 employees

💼 Consulting

🏗️ Construction

🏥 Healthcare

Consulting • Construction • Healthcare

Relation Insurance Services is a trusted partner in insurance brokerage, offering personalized solutions across various sectors. The company emphasizes building strong relationships based on trust and understanding client challenges, whether in personal or business contexts. With expertise in industries such as agribusiness, construction, finance, and technology, Relation Insurance Services leverages data-driven insights and long-term carrier relationships to navigate the complexities of insurance, ensuring clients feel safer and more in control of their insurance decisions.

📋 Description

• Serve as a point of contact for clients • Monitor client questions and provide recommendations with the Account Management Team on coverage changes and contractual requirements • Identify, research and resolve standard client issues • Support the Account Management team in remarketing renewals to ensure account retention • Create proposals as directed by the Account Manager • Review carrier policies for accuracy against specifications and binders • Expedite corrections with insurance carriers • Process or prepare endorsements and applications • Facilitate prompt carrier responses toward claim settlements • Review policy audits and verify accuracy • Coordinate corrections between clients and carriers at the direction of the Account Management team • Communicate significant audit differences to clients • Review cancellations and attempt to save client accounts when appropriate • Stay current on industry information, products, legislation, coverage and technology • Adopt innovative technology, including proprietary AI solutions, into the service process • Perform other assigned projects, duties and tasks

🎯 Requirements

• A Property and Casualty License from state of domicile is required and must be maintained • Associate in insurance (AINS) and/or Certified Insurance Service Representative (CISR) Designation preferred • High School Diploma or equivalent • Four-year degree preferred • Minimum 2+ years of client service experience in the insurance industry with a focus on commercial lines • Bilingual (Spanish/English) a plus or a must in some locations • In-depth understanding of commercial lines of coverage • Strong analytical and mathematical skills • Strong PowerPoint and presentation skills for in-person and teleconference/webinar sessions • Outstanding interpersonal and communications skills • Ability to understand written and oral communications and interpret information written within policies • Proficient in Microsoft Office, primarily Excel and Word • Computer literacy and ability to learn new software applications • Intermediate knowledge of insurance markets, products, services, insurance ratings and underwriting procedures • Valid driver’s license • Ability to travel to client sites • Reliable source of transportation

🏖️ Benefits

• Robust benefit program including family health and wellness programs • 401K • Employee assistance programs • Paid time off • Paid holidays • Career advancement and development opportunities • Discretionary annual incentive program eligibility

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