Account Coordinator – Commercial Lines
Relation Insurance Services
full-time
Posted on:
Location Type: Office
Location: Fresno • California • United States
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Salary
💰 $17 - $40 per hour
About the role
- 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
- Special projects and other duties as assigned.
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
- 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.
Benefits
- 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Property and Casualty LicenseAssociate in Insurance (AINS)Certified Insurance Service Representative (CISR)client service experiencecommercial lines of coverageanalytical skillsmathematical skillspresentation skillsinsurance ratingsunderwriting procedures
Soft Skills
interpersonal skillscommunication skillsrelationship managementproblem-solving skillsattention to detailorganizational skillsproactive communicationclient retentionteam collaborationadaptability
Certifications
Property and Casualty LicenseAssociate in Insurance (AINS)Certified Insurance Service Representative (CISR)