Insurance Account Coordinator - Client Services & Renewals

Socket.dev; Morro Bay, California (CA, MO); On-site; USD 30,000 - 50,000; Full time

Benefits offered by this job

Health & Wellness benefits

401K

Paid time off

Career advancement

Job summary

Relation Insurance Inc. is seeking an Account Coordinator to ensure accurate policy documents, renewals, and client servicing.

The role serves as the primary contact for administrative tasks related to client policies and supports the Account Management Team on coverage changes and renewals. Requirements include a Property & Casualty license, 3+ years in personal lines client service, and strong analytical/mathematical and Microsoft Office skills.

Qualifications

• Requires Property and Casualty license in state of domicile.
• 2:

Responsibilities

• Serve as initial client contact and monitor questions.
• 2:

Skills

Analytical skills

Mathematical skills

Interpersonal skills

Communication skills

PowerPoint

Excel

Word

Presentation skills

Agency management systems

Online rating systems

Education

High School Diploma or equivalent

Bachelor's degree preferred

Tools

Microsoft Office (Excel, Word)

Agency management systems software

Online rating systems

Job description

Relation Insurance Inc. is seeking an Account Coordinator to ensure accurate policy documents, renewals, and client servicing.

The role serves as the primary contact for administrative tasks related to client policies and supports the Account Management Team on coverage changes and renewals. Requirements include a Property & Casualty license, 3+ years in personal lines client service, and strong analytical/mathematical and Microsoft Office skills.