Insurance Account Coordinator | Client Service & Renewals

Relation Insurance Services, Inc. - Central; Tulsa (OK); On-site; USD 29,000 - 59,000; Full time

Benefits offered by this job

Competitive pay

Robust benefits program with health, 4

401K and paid time off

Job summary

Relation Insurance Services, Inc. is seeking an Account Coordinator to manage policy documents, renewals, and day-to-day client servicing. You will act as the primary contact for administrative tasks and stay current on insurance products and industry trends.

The role emphasizes accurate file maintenance, timely communication, and collaboration with the Account Management team. You will assist in preparing proposals, processing endorsements, and reviewing carrier policies for accuracy, while

Qualifications

• Minimum 3 years of client service experience in the insurance industry with a focus on commercial lines.
• Property and Casualty license from state of domicile is required and must be maintained.
• AINS and/or CISR designation preferred.
• Bachelor’s degree preferred; HS diploma required as a baseline.

Responsibilities

• Serve as the initial point of contact for clients and manage inquiries.
• Support renewal processing and document management to ensure accuracy and timeliness.
• Assist Account Management with coverage changes, endorsements, and applications.
• Prepare proposals and assist in remarketing renewals to improve client retention.
• Review policies for accuracy and coordinate with carriers as directed.

Skills

Client service

Bilingual (Spanish/English)

Analytical skills

Interpersonal communication

PowerPoint

Excel

Word

Microsoft Office suite

Education

Property and Casualty license (state of domicile)

AINS or CISR designation

High School Diploma or equivalent

Bachelor’s degree preferred

Tools

Agency management systems software

Online rating systems

Job description

Relation Insurance Services, Inc. is seeking an Account Coordinator to manage policy documents, renewals, and day-to-day client servicing. You will act as the primary contact for administrative tasks and stay current on insurance products and industry trends.

The role emphasizes accurate file maintenance, timely communication, and collaboration with the Account Management team. You will assist in preparing proposals, processing endorsements, and reviewing carrier policies for accuracy, while