Commercial Lines Account Specialist

Relation Insurance Services; Petaluma (CA); On-site; USD 23,185 - 54,966; Full time

Benefits offered by this job

Competitive pay

401K plan

Employee assistance programs

Paid time off

Health and wellness programs

Job summary

An insurance service provider in California is seeking an Account Coordinator responsible for managing policy documents and providing exceptional client service. Candidates should possess a strong background in the insurance industry, particularly in commercial lines, with at least 3 years of client service experience. A valid Property and Casualty License is essential. This role offers competitive pay and a comprehensive benefits package, including career advancement opportunities.

Qualifications

• Must maintain a Property and Casualty License.
• 3+ years of client service experience in insurance.
• In-depth understanding of commercial lines of coverage.

Responsibilities

• Serve as the primary contact for client administrative tasks.
• Maintain client files and documentation accurately.
• Assist Account Management with remarketing renewals.

Skills

Client service experience

Bilingual (Spanish/English)

Analytical skills

Interpersonal skills

Proficient in Microsoft Office

Education

High School Diploma or equivalent

Four-year degree

AINS or CISR Designation

Tools

Microsoft Excel

Microsoft Word

Agency management systems

Job description

An insurance service provider in California is seeking an Account Coordinator responsible for managing policy documents and providing exceptional client service. Candidates should possess a strong background in the insurance industry, particularly in commercial lines, with at least 3 years of client service experience. A valid Property and Casualty License is essential. This role offers competitive pay and a comprehensive benefits package, including career advancement opportunities.