Account Coordinator - Commercial Lines

Relation Insurance Services•Tulsa, OK

13d•$21 - $43

About The Position

The Account Coordinator is responsible for accurate and timely execution of policy documents, renewals, and day-to-day servicing requests, serving as the primary contact for administrative matters related to clients’ policies. The role requires keeping current with developments in the insurance business and available insurance products. The coordinator supports the Account Management team with client service, renewal remarketing, proposals, policy reviews, audits, cancellation requests, and carrier follow-up. The role also requires accurate client-file and document management, prompt resolution of routine client issues, and proactive communication with clients. The coordinator is expected to use innovative technology, including proprietary AI solutions, to provide a strong client-service experience. The position requires a state Property and Casualty license, at least three years of commercial-lines insurance client-service experience, and an in-depth understanding of commercial-lines coverage. A high school diploma or equivalent is required; a four-year degree is preferred. The listed wage range is $21.15–$42.79. Employees may also be eligible for a discretionary annual incentive program.

Requirements

A Property and Casualty License from the state of domicile is required and must be maintained.
High school diploma or equivalent required.
Minimum of 3 years of client service experience in the insurance industry, focused on commercial lines.
In-depth understanding of commercial-lines coverage.
Strong analytical and mathematical skills.
Strong PowerPoint and presentation skills for in-person and teleconference or webinar sessions.
Outstanding interpersonal and communication skills for maintaining effective relationships with clients, coworkers, carriers, vendors, and others.
Ability to understand written and oral communications and interpret information in policies.
Proficiency 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.
Valid driver’s license, ability to travel to client sites, and reliable transportation.

Nice To Haves

Associate in Insurance (AINS) and/or Certified Insurance Service Representative (CISR) designation.
Four-year degree.
Bilingual Spanish/English; may be required in some locations.

Responsibilities

Serve as the initial point of contact for clients and monitor client questions.
Partner with the Account Management Team to provide recommendations about appropriate coverage changes and contractual requirements.
Identify, research, and resolve routine or basic client issues.
Maintain accurate client files and documentation and communicate in accordance with company workflows, procedures, and best practices.
Maintain accuracy in document management systems.
Assist the Account Management team with remarketing renewals to support account retention and prepare proposals as directed by the Account Manager.
Review carrier policies for accuracy, expedite corrections, and handle endorsements and applications as needed.
Ensure carriers respond promptly to expedite claim settlements.
Review policy audits, verify their accuracy, and coordinate necessary corrections between clients and carriers at the direction of the Account Management team.
Proactively communicate significant audit differences to clients.
Review cancellation requests as directed, identify reasons, and attempt to retain client accounts while preserving the company’s financial interests.
Keep up to date with industry trends, products, legislation, coverage, and technology.
Adopt innovative technology, including proprietary AI solutions, in the service process.
Perform special projects and other duties as assigned.