Insurance Account Coordinator — Client Service & Renewals

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

Benefits offered by this job

Health benefits

401K plan

Paid time off

Job summary

Relation Insurance Services is seeking an Account Coordinator to ensure accuracy and timeliness of policy documents, renewals, and day-to-day servicing. You will be the primary client contact, coordinate with the Account Management Team, and maintain files with high precision.

The role requires a P&C license, 3+ years in client service within commercial lines, and strong analytical and PowerPoint skills. Bilingual Spanish/English is a plus in some locations. A four-year degree is preferred.

Qualifications

• P&C license from state of domicile required and must be maintained.
• Four-year degree preferred.
• AINS and/or CISR designation preferred.
• Minimum 3 years of client service experience in the insurance industry (commercial lines).
• Bilingual (Spanish/English) a plus in some locations.

Responsibilities

• Serves as initial point of contact for the client and manages policy documents, renewals, and servicing requests.
• Identifies issues and provides resolution with Account Management Team support.
• Maintains accurate client files and documentation per company workflow and best practices.
• Assists with remarketing renewals to support client retention and prepares proposals as directed by the Account Manager.
• Reviews carrier policies for accuracy and expedites corrections as needed.

Skills

Analytical skills

Math skills

PowerPoint

Presentation skills

Excel

Communication skills

Education

High School Diploma or equivalent

Four-year degree preferred

AINS/CISR designation preferred

Tools

Microsoft Office

Agency/Management systems

Online rating systems

Job description

Relation Insurance Services is seeking an Account Coordinator to ensure accuracy and timeliness of policy documents, renewals, and day-to-day servicing. You will be the primary client contact, coordinate with the Account Management Team, and maintain files with high precision.

The role requires a P&C license, 3+ years in client service within commercial lines, and strong analytical and PowerPoint skills. Bilingual Spanish/English is a plus in some locations. A four-year degree is preferred.