Strategic Commercial Lines Account Coordinator

Relation Insurance Services; Pleasant Hill (CA); On-site; USD 23,185 - 54,966; Full time

Benefits offered by this job

Competitive pay

401K

Paid time off

Health and wellness programs

Job summary

An insurance services provider in Pleasant Hill is seeking an Account Coordinator responsible for managing client policy documents, renewals, and servicing requests. This role requires a minimum of 3 years of experience in client service within the insurance industry and strong analytical skills. The successful candidate will have a valid Property and Casualty License and proficiency in Microsoft Office. This position offers competitive pay and benefits, as well as opportunities for career advancement.

Qualifications

• Minimum 3 years of client service experience in the insurance industry.
• Valid Property and Casualty License required.
• Proficient in Microsoft Office, especially Excel and Word.

Responsibilities

• Act as primary contact for client administrative tasks regarding policies.
• Monitor client questions and recommend coverage changes.
• Assist Account Management team with renewals and proposals.

Skills

Client service experience

Strong analytical skills

Interpersonal skills

Bilingual (Spanish/English)

Proficient in Microsoft Office

Education

High School Diploma or equivalent

Four-year degree

AINS or CISR Designation

Tools

Microsoft Excel

agency management systems software

Job description

An insurance services provider in Pleasant Hill is seeking an Account Coordinator responsible for managing client policy documents, renewals, and servicing requests. This role requires a minimum of 3 years of experience in client service within the insurance industry and strong analytical skills. The successful candidate will have a valid Property and Casualty License and proficiency in Microsoft Office. This position offers competitive pay and benefits, as well as opportunities for career advancement.