Account Coordinator - Commercial Lines

Relation Insurance • Tulsa, OK

12d

About The Position

The Account Coordinator ensures the accuracy, timeliness, and execution of policy documents, renewals, and day-to-day servicing requests, serving as the primary contact for administrative tasks related to client policies. The role requires staying knowledgeable about developments in the insurance business and available insurance products. The Account Coordinator works in partnership with the Account Management team to support client service, renewal retention, policy accuracy, and other account needs, and adopts innovative technology, including proprietary AI solutions, in the service process.

Requirements

• Property and Casualty License from the state of domicile; must be maintained.
• High school diploma or equivalent.
• Minimum 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, co-workers, carriers, vendors, and others.
• Ability to understand written and oral communications and interpret information written within 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 and English; may be required in some locations.

Responsibilities

• Serve as the initial point of contact for clients.
• Monitor client questions and partner with the Account Management team on recommendations for appropriate coverage changes and contractual requirements.
• Identify, research, and resolve routine or basic client issues.
• Maintain accurate and consistent client files, including proper documentation and communication in accordance with company workflows, procedures, and best practices.
• Maintain a high degree of accuracy in document management systems.
• Assist the Account Management team with remarketing renewals to support account retention.
• Prepare proposals as directed by the Account Manager.
• Review carrier policies for accuracy when needed, expedite corrections, and handle endorsements and applications.
• Ensure carriers respond promptly to expedite claim settlements.
• Review policy audits and verify their accuracy.
• Confirm necessary corrections between clients and carriers are executed 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.
• Stay current on industry trends, products, legislation, coverage, and technology to improve knowledge, performance, and client service.
• Adopt innovative technology, including proprietary AI solutions, into the service process.
• Complete special projects and other assigned duties.

Benefits

• Competitive pay.
• Family health and wellness programs.
• 401(k).
• Employee assistance programs.
• Paid time off.
• Paid holidays.
• Career advancement and development opportunities.
• Discretionary annual incentive program eligibility, subject to program rules and applicable factors.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED