Account Coordinator - Commercial Lines
for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Use - for any list of duties/requirements/benefits, and
for prose. Do NOT repeat job title as heading. Do NOT put Job ID/requisition numbers as headings. Preserve ALL substantive information; do NOT invent or summarize away detail. Remove boilerplate (cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, application instructions). Include a section ONLY when posting has real, specific content for it — never emit heading followed by filler/placeholder text. Prefer few substantive sections over many thin ones.
We need to parse the posting.
Content:
"What We’re Looking For 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 as well as keeping abreast of the types of insurance products available. A GLIMPSE INTO YOUR DAY 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/or contractual requirements.Identifies, researches and provides resolution for routine or basic client issues.Maintains client files accurately and consistently, responsible for proper documentation of files and proper communication in accordance with company workflow, procedures, and best practices. Maintains a high degree of accuracy in document management systems.Assists the Account Management team with the remarketing of renewals to ensure a high level of account retention. Prepares proposals as directed by the Account Manager.May review policies from carriers for accuracy, expedite corrections, and handle endorsement and applications.Ensures carriers respond promptly to expedite claim settlements.Reviews policy audits and verifies their accuracy. Confirms necessary corrections between the client and the carrier are executed at the direction of the Account Management team. Proactively communicates with client any significant audit differences.As directed by the Account Management team, reviews cancellation requests, identifies reasons, and attempts to retain client accounts while preserving 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.Fully adopts innovative technology, including proprietary AI solutions, into the service process to deliver a best-in-class client service experienceSpecial projects and other duties as assigned."
Then "What Success Looks Like In This Role 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 required. 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 a must in some locations.In-depth understanding of commercial lines of coverage.Strong analytical and mathematical skills.Strong PowerPoint and presentation skills for both in-person and teleconference/webinar sessions.Outstanding interpersonal and communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors and others.Must be able to understand written and oral communications and interpret information written within policies.Proficient skills in Microsoft Office (primarily Excel and Word)., agency management systems software, and online rating systems.Intermediate knowledge of insurance markets, products, services, insurance ratings and underwriting procedures.Must have a valid driver’s license, the ability to travel to client sites and a reliable source of transportation."
Then "WHY CHOOSE RELATION? Competitive pay.A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more. Career advancement and development opportunities."
Then note about EEO etc (boilerplate) to remove.
Then wage range: "$21.15 - $42.79". Also mention discretionary annual incentive program.
Thus we need sections: About the role (maybe "What We’re Looking For" and "A GLIMPSE INTO YOUR DAY" combined). Responsibilities (the duties). Requirements (license, education, experience). Qualifications (maybe designations). Skills (analytical, PowerPoint, interpersonal, etc). Benefits (safe environment, benefit program, career advancement). Pay (wage range). Schedule? Not mentioned. So we should not create Schedule section.
We must not include filler like "commensurate with experience". Not present.
We need to ensure we don't duplicate content. We'll extract substantive info.
Let's structure:
About the role
... summary of role: ensuring accuracy, timeliness, execution of policy documents, renewals, day-to-day servicing, primary contact for administrative tasks, must stay knowledgeable of advances, etc.
But we also have "A GLIMPSE INTO YOUR DAY" which is basically responsibilities. Could combine responsibilities under a Responsibilities section.
Better: About the role: brief overview. Responsibilities: list of duties.
Let's extract overview: "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 as well as keeping abreast of the types of insurance products available."
That's good.
Responsibilities: list each bullet from "Serves as initial point of contact..." etc. We'll turn into - .
Requirements: license, education, experience, driver's license, transportation.
Qualifications: maybe AINS/CISR preferred, bilingual plus, etc.
Skills: analytical, mathematical, PowerPoint, presentation, interpersonal, communication, understanding policies, proficiency in MS Office, agency management systems, online rating systems, intermediate knowledge of insurance markets, etc.
Benefits: safe and healthy work environment, robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays, career advancement and development opportunities.
Pay: $21.15 - $42.79 per hour? It says wage range. Also mention discretionary annual incentive program.
We should not create Schedule.
We must not repeat job title.
We must not include boilerplate like EEO note.
We must not include "Note: The above is not all encompassing..." maybe that's boilerplate? It's a note about description not all encompassing. Could be considered boilerplate but it's part of posting. Might be okay to keep? The instruction: remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The note about not all encompassing is not exactly those categories, but could be considered generic. Safer to keep? It's not legal/EEO. It's a note about description. I'd keep it maybe as a short paragraph under About the role? But it's not substantive detail about role; it's a disclaimer. Might be considered boilerplate. I'd drop it.
Also "Relation Insurance Inc. provides equal employment opportunities..." is EEO boilerplate, drop.
Also "The wage range for this role takes into account..." is about pay, we can keep as part of Pay section.
Also "At Relation, it is not typical for an individual to be hired at or near the top of the range..." also pay details.
Also "A reasonable estimate of the current range is presented within this posting." pay details.
Also "You may also be eligible to participate in a discretionary annual incentive program..." pay details.
Thus Pay section can include those details.
Now produce HTML.
We must output only HTML fragment, no /, no markdown fences.
Let's craft.
We'll have sections:
About the role
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 as well as keeping abreast of the types of insurance products available.
Responsibilities
- 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/or contractual requirements.
- Identifies, researches and provides resolution for routine or basic client issues.
- Maintains client files accurately and consistently, responsible for proper documentation of files and proper communication in accordance with company workflow, procedures, and best practices.
- Maintains a high degree of accuracy in document management systems.
- Assists the Account Management team with the remarketing of renewals to ensure a high level of account retention.
- Prepares proposals as directed by the Account Manager.
- May review policies from carriers for accuracy, expedite corrections, and handle endorsement and applications.
- Ensures carriers respond promptly to expedite claim settlements.
- Reviews policy audits and verifies their accuracy.
- Confirms necessary corrections between the client and the carrier are executed at the direction of the Account Management team.
- Proactively communicates with client any significant audit differences.
- As directed by the Account Management team, reviews cancellation requests, identifies reasons, and attempts to retain client accounts while preserving 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.
- Fully adopts innovative technology, including proprietary AI solutions, into the service process to deliver a best-in-class client service experience.
- Special projects and other duties as assigned.
Requirements
- Property and Casualty License from state of domicile (required and must be maintained).
- High School Diploma or equivalent (required).
- Four-year degree preferred.
- Minimum 3 years of client service experience in the insurance industry with a focus on commercial lines.
- Valid driver’s license, ability to travel to client sites, and reliable source of transportation.
Qualifications
- Associate in Insurance (AINS) and/or Certified Insurance Service Representative (CISR) Designation preferred.
- Bilingual (Spanish/English) a plus or a must in some locations.
- In-depth understanding of commercial lines of coverage.
Skills
- Strong analytical and mathematical skills.
- Strong PowerPoint and presentation skills for both 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 skills in Microsoft Office (primarily Excel and Word), agency management systems software, and online rating systems.
- Intermediate knowledge of insurance markets, products, services, insurance ratings and underwriting procedures.
Benefits
- Safe and healthy work environment provided by a robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more.
- Career advancement and development opportunities.
Pay
The wage range for this role is $21.15 - $42.79 (hourly). Compensation decisions consider skill sets, experience and training, licensure and certifications, and business needs. It is not typical to be hired at or near the top of the range; a reasonable estimate of the current range is presented. Eligibility for a discretionary annual incentive program exists, subject to program rules, with awards based
for prose. Do NOT repeat job title as heading. Do NOT put Job ID/requisition numbers as headings. Preserve ALL substantive information; do NOT invent or summarize away detail. Remove boilerplate (cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, application instructions). Include a section ONLY when posting has real, specific content for it — never emit heading followed by filler/placeholder text. Prefer few substantive sections over many thin ones. We need to parse the posting. Content: "What We’re Looking For 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 as well as keeping abreast of the types of insurance products available. A GLIMPSE INTO YOUR DAY 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/or contractual requirements.Identifies, researches and provides resolution for routine or basic client issues.Maintains client files accurately and consistently, responsible for proper documentation of files and proper communication in accordance with company workflow, procedures, and best practices. Maintains a high degree of accuracy in document management systems.Assists the Account Management team with the remarketing of renewals to ensure a high level of account retention. Prepares proposals as directed by the Account Manager.May review policies from carriers for accuracy, expedite corrections, and handle endorsement and applications.Ensures carriers respond promptly to expedite claim settlements.Reviews policy audits and verifies their accuracy. Confirms necessary corrections between the client and the carrier are executed at the direction of the Account Management team. Proactively communicates with client any significant audit differences.As directed by the Account Management team, reviews cancellation requests, identifies reasons, and attempts to retain client accounts while preserving 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.Fully adopts innovative technology, including proprietary AI solutions, into the service process to deliver a best-in-class client service experienceSpecial projects and other duties as assigned." Then "What Success Looks Like In This Role 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 required. 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 a must in some locations.In-depth understanding of commercial lines of coverage.Strong analytical and mathematical skills.Strong PowerPoint and presentation skills for both in-person and teleconference/webinar sessions.Outstanding interpersonal and communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors and others.Must be able to understand written and oral communications and interpret information written within policies.Proficient skills in Microsoft Office (primarily Excel and Word)., agency management systems software, and online rating systems.Intermediate knowledge of insurance markets, products, services, insurance ratings and underwriting procedures.Must have a valid driver’s license, the ability to travel to client sites and a reliable source of transportation." Then "WHY CHOOSE RELATION? Competitive pay.A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more. Career advancement and development opportunities." Then note about EEO etc (boilerplate) to remove. Then wage range: "$21.15 - $42.79". Also mention discretionary annual incentive program. Thus we need sections: About the role (maybe "What We’re Looking For" and "A GLIMPSE INTO YOUR DAY" combined). Responsibilities (the duties). Requirements (license, education, experience). Qualifications (maybe designations). Skills (analytical, PowerPoint, interpersonal, etc). Benefits (safe environment, benefit program, career advancement). Pay (wage range). Schedule? Not mentioned. So we should not create Schedule section. We must not include filler like "commensurate with experience". Not present. We need to ensure we don't duplicate content. We'll extract substantive info. Let's structure:
About the role
... summary of role: ensuring accuracy, timeliness, execution of policy documents, renewals, day-to-day servicing, primary contact for administrative tasks, must stay knowledgeable of advances, etc.
But we also have "A GLIMPSE INTO YOUR DAY" which is basically responsibilities. Could combine responsibilities under a Responsibilities section. Better: About the role: brief overview. Responsibilities: list of duties. Let's extract overview: "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 as well as keeping abreast of the types of insurance products available." That's good. Responsibilities: list each bullet from "Serves as initial point of contact..." etc. We'll turn into- .
Requirements: license, education, experience, driver's license, transportation.
Qualifications: maybe AINS/CISR preferred, bilingual plus, etc.
Skills: analytical, mathematical, PowerPoint, presentation, interpersonal, communication, understanding policies, proficiency in MS Office, agency management systems, online rating systems, intermediate knowledge of insurance markets, etc.
Benefits: safe and healthy work environment, robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays, career advancement and development opportunities.
Pay: $21.15 - $42.79 per hour? It says wage range. Also mention discretionary annual incentive program.
We should not create Schedule.
We must not repeat job title.
We must not include boilerplate like EEO note.
We must not include "Note: The above is not all encompassing..." maybe that's boilerplate? It's a note about description not all encompassing. Could be considered boilerplate but it's part of posting. Might be okay to keep? The instruction: remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The note about not all encompassing is not exactly those categories, but could be considered generic. Safer to keep? It's not legal/EEO. It's a note about description. I'd keep it maybe as a short paragraph under About the role? But it's not substantive detail about role; it's a disclaimer. Might be considered boilerplate. I'd drop it.
Also "Relation Insurance Inc. provides equal employment opportunities..." is EEO boilerplate, drop.
Also "The wage range for this role takes into account..." is about pay, we can keep as part of Pay section.
Also "At Relation, it is not typical for an individual to be hired at or near the top of the range..." also pay details.
Also "A reasonable estimate of the current range is presented within this posting." pay details.
Also "You may also be eligible to participate in a discretionary annual incentive program..." pay details.
Thus Pay section can include those details.
Now produce HTML.
We must output only HTML fragment, no /, no markdown fences.
Let's craft.
We'll have sections:
About the role
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 as well as keeping abreast of the types of insurance products available.
Responsibilities
- 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/or contractual requirements.
- Identifies, researches and provides resolution for routine or basic client issues.
- Maintains client files accurately and consistently, responsible for proper documentation of files and proper communication in accordance with company workflow, procedures, and best practices.
- Maintains a high degree of accuracy in document management systems.
- Assists the Account Management team with the remarketing of renewals to ensure a high level of account retention.
- Prepares proposals as directed by the Account Manager.
- May review policies from carriers for accuracy, expedite corrections, and handle endorsement and applications.
- Ensures carriers respond promptly to expedite claim settlements.
- Reviews policy audits and verifies their accuracy.
- Confirms necessary corrections between the client and the carrier are executed at the direction of the Account Management team.
- Proactively communicates with client any significant audit differences.
- As directed by the Account Management team, reviews cancellation requests, identifies reasons, and attempts to retain client accounts while preserving 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.
- Fully adopts innovative technology, including proprietary AI solutions, into the service process to deliver a best-in-class client service experience.
- Special projects and other duties as assigned.
Requirements
- Property and Casualty License from state of domicile (required and must be maintained).
- High School Diploma or equivalent (required).
- Four-year degree preferred.
- Minimum 3 years of client service experience in the insurance industry with a focus on commercial lines.
- Valid driver’s license, ability to travel to client sites, and reliable source of transportation.
Qualifications
- Associate in Insurance (AINS) and/or Certified Insurance Service Representative (CISR) Designation preferred.
- Bilingual (Spanish/English) a plus or a must in some locations.
- In-depth understanding of commercial lines of coverage.
Skills
- Strong analytical and mathematical skills.
- Strong PowerPoint and presentation skills for both 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 skills in Microsoft Office (primarily Excel and Word), agency management systems software, and online rating systems.
- Intermediate knowledge of insurance markets, products, services, insurance ratings and underwriting procedures.
Benefits
- Safe and healthy work environment provided by a robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more.
- Career advancement and development opportunities.
Pay
The wage range for this role is $21.15 - $42.79 (hourly). Compensation decisions consider skill sets, experience and training, licensure and certifications, and business needs. It is not typical to be hired at or near the top of the range; a reasonable estimate of the current range is presented. Eligibility for a discretionary annual incentive program exists, subject to program rules, with awards based