Insurance Account Coordinator: Client Service & Renewals

Relation Insurance Services; California (MO); On-site; USD 29,000 - 59,000; Full time

Benefits offered by this job

Competitive pay

Robust benefits program

401K

Paid time off

Paid holidays

Employee assistance program

Job summary

Relation Insurance Inc. is seeking an Account Coordinator, Xpress to ensure timely handling of policy documents, renewals, and day-to-day servicing for small commercial accounts.

You will be the main contact for client administrative tasks and must stay knowledgeable about evolving insurance products. You will support the Account Management Team on renewals, review carrier endorsements for accuracy, and use technology to drive efficient service delivery, including AI solutions.

Qualifications

• The Account Coordinator, Xpress handles policy documents, renewals, and servicing for small commercial accounts.
• Must stay informed about insurance products and industry developments.
• Strong analytical, mathematical, and communication skills are essential.

Responsibilities

• Acts as primary contact for client administrative tasks related to policies.
• Supports Account Management Team on renewals and proposals to retain clients.
• Reviews policies from carriers for accuracy and processes endorsements and applications.
• Coordinates with carriers to expedite corrections and resolutions on claims.
• Stays updated on industry information, products, and technology to improve service delivery.

Skills

Analytical skills

Mathematical skills

Interpersonal communication

PowerPoint

Excel

Word

Microsoft Office

Client service

Education

High School Diploma or equivalent

Bachelor's degree preferred

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Job description

Relation Insurance Inc. is seeking an Account Coordinator, Xpress to ensure timely handling of policy documents, renewals, and day-to-day servicing for small commercial accounts.

You will be the main contact for client administrative tasks and must stay knowledgeable about evolving insurance products. You will support the Account Management Team on renewals, review carrier endorsements for accuracy, and use technology to drive efficient service delivery, including AI solutions.