Insurance Account Coordinator: Client Service & Renewals

Relation Insurance Services of North Carolina; Tulsa (OK); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Competitive pay

Safe & healthy work environment with a

robust benefits program

Job summary

Relation Insurance Inc. is seeking an Account Coordinator to manage policy documents, renewals, and day-to-day client service.

You will act as the primary contact for administrative tasks related to client policies and stay current on insurance products and industry trends. The role emphasizes accuracy, timely processing, and collaboration with the Account Management team to review coverage changes, assemble proposals, and support renewals while maintaining strong client relationships.

Qualifications

• Property and Casualty license from domicile required and maintained.
• AINS and/or CISR designation preferred.
• 4-year degree preferred.
• Minimum 3 years of client service experience in the insurance industry with a focus on commercial lines.
• Bilingual (Spanish/English) a plus in some locations.

Responsibilities

• Serves as initial point of contact for the client.
• Monitors client questions, provides recommendations in partnership with the Account Management Team on coverage changes and contractual requirements.
• Identifies, researches and provides resolution for routine client issues.
• Maintains client files accurately and ensures proper documentation and communication per company workflow.
• Assists the Account Management team with renewals remarketing and prepares proposals.
• Reviews policies from carriers for accuracy and expedites corrections when needed.
• Ensures carriers respond promptly to expedite claim settlements.
• Reviews policy audits and communicates significant differences to the client and carrier.
• Reviews cancellation requests as directed by AM team to retain clients while protecting company interests.
• Keeps up to date with industry trends and technology, including AI solutions, to improve service delivery.

Skills

Client service

Communication

Analytical skills

Problem solving

Education

High School Diploma or equivalent

Bachelor’s degree preferred

Tools

Microsoft Office

Agency management systems

Online rating systems

Job description

Relation Insurance Inc. is seeking an Account Coordinator to manage policy documents, renewals, and day-to-day client service.

You will act as the primary contact for administrative tasks related to client policies and stay current on insurance products and industry trends. The role emphasizes accuracy, timely processing, and collaboration with the Account Management team to review coverage changes, assemble proposals, and support renewals while maintaining strong client relationships.