Account Coordinator - Real Estate

About the role

This organization operates within the commercial property and casualty insurance sector, focusing on real estate clients. It addresses the need for coordinated internal services to manage insurance policies and client interactions effectively.

The Account Coordinator - Real Estate is responsible for managing the internal service process for assigned commercial real estate insurance clients. This role ensures the accuracy and efficiency of policy management, facilitates communication between clients and insurance carriers, and supports the renewal and billing processes, contributing to consistent client service and operational accuracy.

Responsibilities

• Prepare and send renewal solicitations
• Coordinate client update calls with insurance carriers
• Assist with marketing renewals and project-specific business
• Prepare client presentation and proposal materials
• Prepare insurance summaries and confirmations of insurance
• Input data into systems and maintain policy management accuracy
• Manage policy and endorsement issuance, review documents for accuracy, and file appropriately
• Prepare invoices and manage client billing tasks
• Perform additional duties and assist with special projects as assigned

Requirements

• Experience coordinating insurance processes, particularly in commercial property and casualty or real estate contexts
• Strong organizational skills and attention to detail
• Proficiency with data entry and policy management systems
• Effective communication skills for client and carrier interactions