Account Coordinator - Personal Lines

Relation Insurance Services, Inc. - RISI; Morro Bay (CA); On-site; USD 28,000 - 50,000; Full time

Benefits offered by this job

Competitive pay

401K

Paid time off

Paid holidays

Family health and wellness programs

Employee assistance programs

Job summary

Relation Insurance Services, Inc. - RISI is seeking an Account Coordinator to manage policy documents, renewals, and day-to-day servicing for clients in California. The role requires attention to detail, strong communication, and collaboration with the Account Management Team.

The position emphasizes accuracy in document management, knowledge of insurance products, and proactive client communication. Travel may be required, and a valid driver’s license is preferred.

Qualifications

• Must have a Property and Casualty license where required in domicile
• AINS and/or CISR designation preferred
• High School Diploma or equivalent required
• Four-year degree preferred

Responsibilities

• Serves as initial point of contact for the client and answers questions.
• Monitors client questions and recommends coverage changes with Account Management Team.
• Maintains client files with proper documentation and communication.
• Assists with renewal remarketing and prepares proposals as directed by the Account Manager.

Skills

Bilingual (Spanish/English)

Analytical and mathematical skills

PowerPoint and presentation skills

Microsoft Office proficiency (Excel/WS

Education

High School Diploma or equivalent

Four-year degree preferred

Tools

Agency management systems software

Online rating systems

Microsoft Office (Excel and Word)

Job description

WHAT WE’R 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 experience. Special projects and other duties as assigned.

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 personal lines.
• Bilingual (Spanish/English) a plus or a must in some locations.
• In-depth understanding of personal 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.

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.

$20.67 - $36.54

Note: The above is not all encompassing of the full position description.

Relation Insurance Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Relation, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is presented within this posting. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

Relation Insurance Services is a North American insurance brokerage that offers business insurance, Employee Benefits, Personal Insurance, Retirement Services, and Risk-management through our family of brands across the United States. More importantly, we’re a team of experienced professionals who genuinely care. Whether it’s for you, your family, or your business/organization, we want to be the relationship you trust for answers to your questions, solutions for your insurance needs, and peace of mind for your future.