Account Coordinator, National Accounts – Commercial Lines

📋 Description

• Acts as a primary contact for Relation’s most significant and intricate clients.

• Oversees client inquiries, offering suggestions in collaboration with the National Accounts Account Management Team regarding suitable coverage modifications and/or contractual obligations.

• Identifies, investigates, and resolves standard client issues.

• Assists the National Accounts Account Management team in the renewal remarketing process to maintain a high level of account retention.

• Prepares proposals as instructed by the Account Manager.

• May assess policies received from carriers to confirm compliance with specifications/binders; expedite necessary corrections with insurance carriers for received policies, and manage endorsements and applications (ordering, following up, and/or checking).

• Ensures timely responses from carriers to facilitate the resolution of all claims.

• Reviews policy audits and verifies their correctness.

• Ensures that necessary adjustments between the client and the carrier are made as directed by the National Accounts Account Management team.

• Proactively informs clients of any significant discrepancies in audits.

• Reviews cancellation requests and assesses their reasons, attempting to retain client accounts as appropriate while upholding the company’s financial integrity under the guidance of the National Accounts Account Management team.

• Keeps updated on industry developments, new products, legislation, coverage, and technology to enhance knowledge, performance, and client services.

• Fully embraces innovative technology, including proprietary AI solutions, to provide an exceptional client service experience.

• Undertakes additional projects, responsibilities, and tasks as assigned.

⛳️ Requirements

• High School Diploma or equivalent.

• Bachelor’s degree preferred.

• At least 2+ years of client service experience in the insurance sector, focusing on commercial lines.

• A Property and Casualty License from the state of domicile is required and must be maintained.

• Associate in Insurance (AINS) and/or Certified Insurance Service Representative (CISR) Designation preferred.

• Bilingual (Spanish/English) is advantageous or necessary in certain locations.

• 3+ years of experience in Customer Service, with preference given to candidates with commercial lines experience.

• Comprehensive understanding of commercial lines of coverage.

• Strong analytical and mathematical abilities.

• Excellent PowerPoint and presentation skills for both in-person and teleconference/webinar sessions.

• Exceptional interpersonal and communication skills required to sustain effective relationships with clients, colleagues, carriers, vendors, and others.

• Proficient in Microsoft Office (primarily Excel and Word).

• Must be computer literate with the capacity to learn new software applications.

• Intermediate knowledge of insurance markets, products, services, insurance ratings, and underwriting procedures.

• Must possess a valid driver’s license, the ability to travel to client locations, and a reliable means of transportation.

🏝️ Benefits

• Competitive salary.

• Family health and wellness programs.

• 401K plan.

• Employee assistance programs.

• Paid time off.

• Paid holidays.