Account Coordinator, Small Business Unit - Personal Lines

Relation Insurance • Greensboro, NC

2d • $15 - $30

About The Position

The Account Coordinator, Small Business Unit is responsible for ensuring the accuracy, timeliness, and execution of all policy documents, renewals, and day-to-day servicing requests for small personal lines accounts, acting as the primary contact for any administrative tasks related to a client's policies. The Account Coordinator must remain knowledgeable of advances in the insurance business as well as keeping abreast of the types of insurance products available.

Requirements

• A Property and Casualty License from state of domicile is required and must be maintained.
• High School Diploma or equivalent.
• Minimum 2+ years of client service experience in the insurance industry with a focus on personal lines.
• In-depth understanding of commercial lines of coverage.
• 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.

Nice To Haves

• Associate in insurance (AINS) and/or Certified Insurance Service Representative (CISR) Designation preferred.
• Four-year degree preferred.
• Bilingual (Spanish/English) a plus or a must in some locations.

Responsibilities

• Serves as a 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 resolutions for standard client issues.
• Provides support to the 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 Account Management team.
• Proactively communicates with client any significant audit differences.
• Reviews cancellations and determines the 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 Account Management team.
• Stays abreast of industry information, new products, legislation, coverage and technology to continuously improve knowledge, performance and services to clients.
• Fully adopts innovative technology, including proprietary AI solutions, into the service process to deliver a best-in-class client service experience.
• Performs other projects, duties, and tasks, as assigned.

Benefits

• Competitive pay.
• A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more.
• Career advancement and development opportunities.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 251-500 employees