Account Coordinator - Commercial Lines

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.
• Makes 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.
• Aids 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 endorsements 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 clients 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.
• Uses innovative technology, including proprietary AI solutions, into the service process to deliver a best-in-class service experience.
• Keeps up to date with industry trends, new products, legislation, coverage, and technology to improve knowledge, performance, and client services.

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.
• A High School Diploma or equivalent required.
• 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).
• 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.

Qualifications

• Four-year degree preferred.

Skills

• Uses innovative technology, including proprietary AI solutions, into the service process to deliver a best-in-class service experience.
• Keeps up to date with industry trends, new products, legislation, coverage, and technology to improve knowledge, performance, and client services.

Benefits

• 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.

Pay

• $16.83 - $39.90

Schedule

• N/A