Account Coordinator, Small Business Unit - Commercial Lines

Socket.dev; Fresno (CA); On-site; USD 29,000 - 58,000; Full time

Job summary

Relation Insurance Inc. seeks an Account Coordinator, Xpress to manage policy documents, renewals, and day-to-day servicing for small commercial accounts. You will be the primary client contact, collaborating with Account Management on coverage changes and adherence to regulatory requirements.

The role emphasizes maintaining client satisfaction, reviewing carrier documentation, and supporting renewals to boost retention. A property/casualty license and strong communication skills are required.

Qualifications

• Minimum 2+ years of client service experience in the insurance industry with a focus on commercial lines.
• Knowledge of licenses and certifications in insurance is a plus.
• Familiarity with carrier policy review and endorsements processes.

Responsibilities

• Serves as a point of contact for the client and coordinates with Account Management on coverage changes.
• Researches and resolves standard client issues.
• Supports remarketing of renewals to aid account retention and creates proposals.
• Reviews carrier policies for accuracy and expedites corrections as needed.
• Facilitates prompt carrier responses to settle claims.
• Tracks policy audits and communicates differences to clients.

Skills

Client service

Communication

Interpersonal skills

Analytical skills

PowerPoint

Excel

Travel

Education

High School Diploma

Bachelor’s degree preferred

AINS/CISR preferred

Property and Casualty License

Tools

Microsoft Office (Excel, Word)

PowerPoint

Job description

WHO WE ARE

Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.

WHAT WE’RE LOOKING FOR

The Account Coordinator, Xpress is responsible for ensuring the accuracy, timeliness, and execution of all policy documents, renewals, and day-to-day servicing requests for small commercial accounts, 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 a 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 resolutions for standard client issues.
• Provides support to the Account Management team in the remarketing of renewals to ensure a high level of account retention. Creates proposals as directed by the Account Manager.
• May review policies received from carriers to ensure accuracy to specifications/binders; expedite with insurance carriers needed corrections to policies received, process or prepare (order, follow-up and/or check) endorsements and applications.
• Facilitates the prompt response from carriers in an effort to work toward a settlement of all claims.
• 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.
• Reviews cancellations and determines the reason for cancellation requests with an attempt to save client accounts, as appropriate, while maintaining the company’s financial equity at the direction of the Account Management team.
• Stays abreast of industry information, new products, legislation, coverage and technology to continuously improve knowledge, performance and services to clients.
• Fully adopts innovative technology, including proprietary AI solutions, into the service process to deliver a best-in-class client service experience.
• Performs other projects, duties, and tasks, 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.Four-year degree preferred.
• Minimum 2+ 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). Must be computer literate with the ability to learn new software applications.
• 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.

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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.

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$21.15 - $42.79