Account Coordinator - Commercial Lines

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The Account Coordinator is responsible for ensuring the accuracy, timeliness, and execution of all policy documents, renewals, and day‑to‑day servicing requests, acting as the primary contact for any administrative tasks related to a client’s policies. The Account Coordinator must remain knowledgeable of advances in the insurance business and keep abreast of the types of insurance products available.

• Serves as initial point of contact for the client.
• Monitors client questions, provides recommendations in partnership with the Account Management Team on appropriate coverage changes and contractual requirements.
• Identifies, researches, and resolves routine or basic client issues.
• Maintains client files accurately and consistently, responsible for proper documentation and communication in accordance with company workflow, procedures, and best practices.
• Assists the Account Management team with the remarketing of renewals to ensure a high level of account retention; prepares proposals as directed.
• May review policies from carriers for accuracy, expedite corrections, and handle endorsements and applications.
• Ensures carriers respond promptly to expedite claim settlements.
• Reviews policy audits, verifies accuracy, and confirms necessary corrections between client and carrier under the direction of the Account Management team.
• Communicates proactively with clients regarding significant audit differences.
• Reviews cancellation requests, identifies reasons, and attempts to retain client accounts while protecting the company’s financial interests.
• Keeps up to date with industry trends, new products, legislation, coverage, and technology to improve knowledge, performance, and client services.
• Completes special projects and other duties as assigned.

• A Property and Casualty License from the 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 required; a four‑year degree preferred.
• Minimum 3 years of client service experience in the insurance industry with a focus on commercial lines.
• Bilingual Spanish/English a plus or required 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 communication skills to maintain effective relationships with clients, co‑workers, carriers, vendors, and others.
• Ability to understand written and oral communications and interpret policy information.
• Proficient with Microsoft Office (primarily Excel and Word), agency management systems software, and online rating systems.
• Intermediate knowledge of insurance markets, products, services, ratings, and underwriting procedures.
• Valid driver’s license, reliable transportation, and ability to travel to client sites.

• Competitive pay.
• A safe and healthy work environment supported by a robust benefits program, including family health and wellness programs, 401(k), employee assistance programs, paid time off, paid holidays, and more.
• Career advancement and development opportunities.

Note:

The above is not all encompassing of the full position description.

Relation Insurance Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

The wage range for this role takes into account the wide…