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Relation Insurance Services · 5 days ago

Account Coordinator - Commercial Lines

Bryan, TX

Full-time

Onsite

Mid Level

$16.83/hr - $39.90/hr

3+ years exp

Relation Insurance Services is seeking an Account Coordinator responsible for the accuracy and execution of policy documents and client servicing requests. The role involves acting as the primary contact for clients, managing documentation, and assisting the Account Management team with renewals and client retention.

ConsultingEmployee BenefitsFinancial ServicesInsuranceRetirement

Responsibilities

Serves as initial point of contact for the client. Monitors client questions, provides recommendations in partnership with the Account Management Team on appropriate coverage changes and/or contractual requirements

Identifies, researches and provides resolution for routine or basic client issues

Maintains client files accurately and consistently, responsible for proper documentation of files and proper communication in accordance with company workflow, procedures, and best practices. Maintains a high degree of accuracy in document management systems

Assists the Account Management team with the remarketing of renewals to ensure a high level of account retention. Prepares proposals as directed by the Account Manager

May review policies from carriers for accuracy, expedite corrections, and handle endorsement and applications

Ensures carriers respond promptly to expedite claim settlements

Reviews policy audits and verifies their accuracy. Confirms necessary corrections between the client and the carrier are executed at the direction of the Account Management team. Proactively communicates with client any significant audit differences

As directed by the Account Management team, reviews cancellation requests, identifies reasons, and attempts to retain client accounts while preserving the company’s financial interests

Keeps up to date with industry trends, new products, legislation, coverage, and technology to improve knowledge, performance, and client services

Special projects and other duties as assigned

Qualification

PropertyCasualty LicenseClient service experienceCommercial lines knowledgeAINS CertificationCISR DesignationAnalytical skillsMicrosoft Office proficiencyBilingual (Spanish/English)PoliciesInsurance marketsInterpersonal skillsCommunication skillsPresentation skills

Required

A Property and Casualty License from state of domicile is required and must be maintained

High School Diploma or equivalent required

Minimum 3 years of client service experience in the insurance industry with a focus on commercial lines

In-depth understanding of commercial lines of coverage

Strong analytical and mathematical skills

Outstanding interpersonal and communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors and others

Must be able to understand written and oral communications and interpret information written within policies

Proficient skills in Microsoft Office (primarily Excel and Word), agency management systems software, and online rating systems

Intermediate knowledge of insurance markets, products, services, insurance ratings and underwriting procedures

Must have a valid driver's license, the ability to travel to client sites and a reliable source of transportation