Account Coordinator - Commercial Lines

About the role

The Account Coordinator ensures 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 role requires staying knowledgeable about advances in the insurance business and the types of insurance products available.

Responsibilities

• Serves as initial point of contact for the client.
• Monitors client questions and provides recommendations in partnership with the Account Management Team on appropriate coverage changes and/or contractual requirements.
• Identifies, researches, and resolves routine or basic client issues.
• Maintains client files accurately and consistently, ensuring proper documentation and 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.
• Reviews policies from carriers for accuracy, expedites corrections, and handles 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 regarding any significant audit differences.
• 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.
• Handles special projects and other duties as assigned.

Requirements

• 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; 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 communication skills to maintain effective relationships with clients, co-workers, carriers, vendors, and others.
• Ability to understand written and oral communications and interpret information within policies.
• Proficient 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.
• Valid driver’s license, ability to travel to client sites, and a reliable source of transportation.

Benefits

• Competitive pay.
• Comprehensive benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, and paid holidays.
• Career advancement and development opportunities.

Pay

$19.00 - $37.50 per hour.