Account Coordinator - Commercial Lines

Relation Insurance Services•Dallas, TX

18h•$21 - $43

About The Position

The Account Coordinator ensures the accuracy, timeliness, and execution of policy documents, renewals, and day-to-day servicing requests. The role serves as the primary contact for administrative tasks related to clients’ policies and requires staying informed about developments in the insurance business and available insurance products. The coordinator supports client service and account management by responding to routine issues, maintaining accurate client files and documentation, assisting with renewal remarketing and proposal preparation, and helping review policies, endorsements, applications, audits, and cancellation requests. The role also involves coordinating with carriers to support prompt claim settlements and accurate policy records, while adopting innovative technology, including proprietary AI solutions, in the service process. The position requires a state Property and Casualty license and at least three years of insurance-industry client service experience focused on commercial lines. The posted wage range is $21.15–$42.79. An individual may also be eligible for a discretionary annual incentive program.

Requirements

Property and Casualty License from the state of domicile; must be maintained.
High school diploma or equivalent.
At least 3 years of client service experience in the insurance industry, focused on commercial lines.
In-depth understanding of commercial lines of coverage.
Strong analytical and mathematical skills.
Strong PowerPoint and presentation skills for in-person and teleconference or webinar sessions.
Outstanding interpersonal and communication skills to maintain effective relationships with clients, coworkers, carriers, vendors, and others.
Ability to understand written and oral communications and interpret information in policies.
Proficiency with 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 skills; may be required in some locations.

Responsibilities

Serve as the initial point of contact for clients and monitor their questions.
Partner with the Account Management Team to recommend appropriate coverage changes and address contractual requirements.
Identify, research, and resolve routine or basic client issues.
Maintain accurate and consistent client files, documentation, communications, and document management records in accordance with company procedures and best practices.
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 when applicable, expedite corrections, and handle endorsements and applications.
Follow up with carriers to encourage prompt responses and expedite claim settlements.
Review policy audits, verify accuracy, coordinate necessary corrections between clients and carriers as directed, and 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 current with industry trends, products, legislation, coverage, and technology to improve knowledge, performance, and client service.
Adopt innovative technology, including proprietary AI solutions, in the service process.
Complete special projects and other assigned duties.