Commercial Lines Account Specialist

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

Benefits offered by this job

Competitive pay

Health and wellness programs

401K plan

Paid time off

Employee assistance programs

Job summary

An insurance services company seeks an Account Coordinator in Sacramento, California. The role involves managing client interactions, ensuring accuracy in policy documentation, and addressing service requests. Candidates should have prior client service experience in the insurance industry, hold a High School Diploma (four-year degree preferred), and ideally possess a Property and Casualty License. The company offers competitive pay and a strong benefits package, including health programs and 401K options.

Qualifications

• Property and Casualty License from state of domicile required.
• Minimum 3 years of client service experience in the insurance industry.
• Strong PowerPoint and presentation skills required.

Responsibilities

• Acts as initial point of contact for clients.
• Maintains accurate client files and documentation.
• Reviews policy audits and verifies their accuracy.

Skills

Client service experience

Bilingual (Spanish/English)

Analytical and mathematical skills

Interpersonal and communication skills

Proficient in Microsoft Office

Education

High School Diploma

Four-year degree

AINS or CISR Designation

Tools

Microsoft Excel

Microsoft Word

Agency management systems

Job description

An insurance services company seeks an Account Coordinator in Sacramento, California. The role involves managing client interactions, ensuring accuracy in policy documentation, and addressing service requests. Candidates should have prior client service experience in the insurance industry, hold a High School Diploma (four-year degree preferred), and ideally possess a Property and Casualty License. The company offers competitive pay and a strong benefits package, including health programs and 401K options.