Relation Insurance Services · 11 hours ago
Account Coordinator, National Accounts
United States
Full-time
Remote
Entry, Mid Level
$16.83/hr - $39.90/hr
2+ years expRelation Insurance is a leading company in the insurance market, seeking an Account Coordinator for National Accounts. This role involves ensuring the accuracy and execution of policy documents and serving as the primary contact for complex client policies.
ConsultingEmployee BenefitsFinancial ServicesInsuranceRetirement
Responsibilities
Serves as a point of contact for Relation’s largest, most complex clients. Monitors client questions, provides recommendations in partnership with the National Accounts Account Management Team on appropriate coverage changes and/or contractual requirements
Identifies, researches and provides resolution for standard client issues
Provides support to the National Accounts Account Management team in the remarketing of renewals to ensure a high level of account retention. Creates proposals as directed by the Account Manager
May review policies received from carriers to ensure accuracy to specifications/binders; expedite with insurance carriers needed corrections to policies received, process or prepare (order, follow-up and/or check) endorsements and applications
Facilitates the prompt response from carriers in an effort to work toward a settlement of all claims
Reviews policy audits and verifies their accuracy. Confirms necessary corrections between the client and the carrier are executed at the direction of the National Accounts Account Management team. Proactively communicates with client any significant audit differences
Reviews cancellations and determines reason for cancellation requests with an attempt to save client accounts, as appropriate, while maintaining the company’s financial equity at the direction of the National Accounts Account Management team
Stays abreast of industry information, new products, legislation, coverage and technology to continuously improve knowledge, performance and services to clients
Performs other projects, duties, and tasks, as assigned
Qualification
Required
High School Diploma or equivalent
Minimum 2+ years of client service experience in the insurance industry with a focus on commercial lines
A Property and Casualty License from state of domicile is required and must be maintained
Strong analytical and mathematical skills
Strong PowerPoint and presentation skills for both in-person and teleconference/webinar sessions
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). Must be computer literate with the ability to learn new software applications
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
Preferred
Four-year degree preferred
Associate in Insurance (AINS) and/or Certified Insurance Service Representative (CISR) Designation preferred
Bilingual (Spanish/English) a plus or a must in some locations
3+ years' experience in Customer Service with preference given to individuals with commercial lines experience preferred
In-depth understanding of commercial lines of coverage
Benefits
Family health and wellness programs
401K
Employee assistance programs
Paid time off
Paid holidays
Company
Relation Insurance Services
Despite our size, Relation feels like a family company. Here, a handshake matters.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2019-02-21Acquired
Leadership Team
Charissa Hartmann
Chief Financial Officer
Douglas Turk
President, Specialty
Recent News
Mergers & Acquisitions
2025-11-11
2025-08-29
2025-08-26
Company data provided by crunchbase