Insurance Account Coordinator: Client Service & Renewals

Relation Insurance Services; San Luis Obispo (CA); On-site; USD 30,000 - 51,000; Full time

Benefits offered by this job

Competitive pay

Benefits package with 401K & PTO

Career advancement opportunities

Job summary

Relation Insurance Services is seeking an Account Coordinator to ensure accuracy and timeliness of policy documents, renewals, and daily servicing. You will act as the primary administrative contact for client policies and stay current on insurance products and trends.

Responsibilities include coordinating with the Account Management Team on coverage changes, maintaining files, and supporting renewals. A valid P&C license and strong MS Office skills are required.

Qualifications

• Property & Casualty license from state of domicile required.
• Strong PowerPoint and presentation skills for in-person and teleconference/webinar sessions.
• Outstanding interpersonal and communications skills.
• Proficient in Microsoft Office (Excel and Word) and agency management systems.

Responsibilities

• Serves as initial point of contact for the client and coordinates coverage changes with Account Management.
• Maintains client files and documentation with high accuracy.
• Assists with remarketing renewals and prepares proposals per Account Manager.

Job description

Relation Insurance Services is seeking an Account Coordinator to ensure accuracy and timeliness of policy documents, renewals, and daily servicing. You will act as the primary administrative contact for client policies and stay current on insurance products and trends.

Responsibilities include coordinating with the Account Management Team on coverage changes, maintaining files, and supporting renewals. A valid P&C license and strong MS Office skills are required.