Insurance Account Coordinator – Client Services & Renewals

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

Benefits offered by this job

Competitive pay

Comprehensive benefits including 401K,

Paid time off and holidays

Job summary

Relation Insurance Services, Inc. - Central is seeking an Account Coordinator to ensure accuracy and timeliness of policy documents, renewals, and day-to-day servicing for clients.

You will act as the primary administrative contact and stay current with industry trends and products. You will support the Account Management Team with recommendations on coverage changes, maintain files, and assist with proposals while ensuring carriers respond promptly.

Qualifications

• Property and Casualty license required and maintained.
• AINS and/or CISR designation preferred.
• High School diploma or equivalent required; 4-year degree preferred.
• Minimum 3 years of client service experience in insurance (commercial lines).
• Bilingual (Spanish/English) a plus in some locations; strong communication skills.

Responsibilities

• Serve as the initial client contact and manage client questions and coverage changes.
• Maintain accurate client files and documentation per workflow and best practices.
• Assist with renewals, endorsements, and carrier reviews for accuracy.
• Prepare proposals and support account management in renewals and client communications.
• Adopt technology and AI tools to enhance service delivery; handle special projects as assigned.

Skills

PowerPoint

Presentation skills

Microsoft Office

Analytical thinking

Communication

Education

Property & Casualty License (state of domicile)

AINS or CISR (preferred)

High School Diploma or equivalent

4-year degree (preferred)

Tools

Agency management systems software

Online rating systems

Excel

Word

Job description

Relation Insurance Services, Inc. - Central is seeking an Account Coordinator to ensure accuracy and timeliness of policy documents, renewals, and day-to-day servicing for clients.

You will act as the primary administrative contact and stay current with industry trends and products. You will support the Account Management Team with recommendations on coverage changes, maintain files, and assist with proposals while ensuring carriers respond promptly.