Insurance Client Services Coordinator

Unison Risk Advisors; New York (NY); On-site; USD 42,000 - 54,000; Full time

Job summary

Unison Risk Advisors is seeking an organized administrative professional to support the account management team for an assigned book of business. You will interface with clients, carriers, and internal staff, handling renewals, invoicing, and document management.

Responsibilities include processing Certificates of Insurance, preparing client deliverables, updating the Accord system, and coordinating with Client Managers to ensure accuracy and timely communication.

Qualifications

• 1-3 years or more of related experience or the equivalent combination of education and experience.
• Prior Property & Casualty License preferred.
• Strong organizational skills with ability to transition quickly from one job to another.

Responsibilities

• Provide direct administrative support for 1-3 assigned Client Managers and Practice Leaders.
• Solicit renewal information from carriers and clients 90-120 days prior to renewal; follow up at 60, 45, 30 days.
• Process Certificates of Insurance requests within 24 hours of receipt.
• Prepare and submit renewal documents and client deliverables; circulate documents to carriers.
• Update client data in Accord; manage changes in coverage and policy details.
• Gather loss runs and motor vehicle reports per carrier guidelines; maintain client files.
• Enter data in agency management system; generate quotes to determine annual premiums.
• Coordinate with Client Manager and Central Processing Services for client presentations.
• Review policies for accuracy within 90 days of effective date; request corrections as needed.
• Handle premium audits and communicate material differences to Client Manager.

Skills

Administrative support

Organization

Communication

Time management

Education

Property & Casualty License

Tools

MS Office

Accord

Job description

Unison Risk Advisors is seeking an organized administrative professional to support the account management team for an assigned book of business. You will interface with clients, carriers, and internal staff, handling renewals, invoicing, and document management.

Responsibilities include processing Certificates of Insurance, preparing client deliverables, updating the Accord system, and coordinating with Client Managers to ensure accuracy and timely communication.