Relation Insurance Services

You deserve more than an insurance company. You deserve a partner, a teammate, a friend in the business.

Account Coordinator, National Accounts

Account ManagerSalesFull TimeRemoteTeam 1,001-5,000H1B No SponsorCompany SiteLinkedIn

Location

United States

Posted

47 days ago

Salary

$16 - $39 / hour

High School2 yrs expExperience acceptedSpanishEnglish

Job Description

• Serves as a point of contact for Relation’s largest, most complex clients • Monitors client questions, provides recommendations in partnership with the National Accounts Account Management Team on appropriate coverage changes and/or contractual requirements • Identifies, researches and provides resolution for standard client issues • Provides support to the National Accounts 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 National Accounts Account Management team • Proactively communicates with client any significant audit differences • Reviews cancellations and determines 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 National Accounts Account Management team • Stays abreast of industry information, new products, legislation, coverage and technology to continuously improve knowledge, performance and services to clients

Job Requirements

  • High School Diploma or equivalent
  • Four-year degree preferred
  • Minimum 2+ years of client service experience in the insurance industry with a focus on commercial lines
  • A Property and Casualty License from 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) a plus or a must in some locations
  • 3+ years’ experience in Customer Service with preference given to individuals with commercial lines experience
  • 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
  • Proficient skills in Microsoft Office (primarily Excel and Word)

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

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