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Relation Insurance Services
Relation Insurance Services
1,001 – 5,000 Employees
ConstructionConsultingHealthcare
Relation Insurance Services is an insurance brokerage that helps individuals and businesses manage complex coverage decisions through personalized guidance, industry expertise, and data-informed insight. Its work spans sectors including agribusiness, construction, finance, healthcare, and technology, supported by established relationships with insurance carriers. By focusing on clients’ specific risks and challenges, the company aims to make insurance easier to understand and more manageable.
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Commercial Lines Account Coordinator (California Remote)

Support small commercial insurance accounts remotely from California by managing policy documents, renewals, client questions, audits, claims, and carrier coordination.

USUnited StatesCACalifornia
$21 – $42 / hour
RemoteFull-timeJuniorMiddleEnglish RequiredAccount ManagerSales

Description

  • Act as a primary contact for clients
  • Track client inquiries and collaborate with the Account Management Team on coverage changes and contractual obligations
  • Research and resolve routine client service issues
  • Assist the Account Management Team with renewal remarketing to support account retention
  • Prepare proposals under the direction of the Account Manager
  • Verify carrier policies against specifications and binders
  • Follow up with insurance carriers to secure corrections promptly
  • Prepare or process endorsements and applications
  • Help obtain timely carrier responses related to claim settlements
  • Review policy audits for completeness and accuracy
  • Coordinate client and carrier corrections as directed by the Account Management Team
  • Explain material audit discrepancies to clients
  • Review cancellations and pursue account retention when appropriate
  • Keep current with industry developments, products, legislation, coverage, and technology
  • Incorporate innovative tools, including proprietary AI solutions, into service workflows
  • Complete additional projects, duties, and tasks as assigned

Requirements

  • Maintain a Property and Casualty License in the state of domicile
  • An AINS and/or CISR designation is preferred
  • High school diploma or equivalent required
  • A four-year degree is preferred
  • At least two years of insurance-industry client service experience focused on commercial lines
  • Spanish-English bilingual ability is an advantage and may be required in some locations
  • Thorough knowledge of commercial lines coverage
  • Strong analytical and mathematical abilities
  • Strong PowerPoint and presentation skills for in-person and virtual sessions
  • Excellent interpersonal and communication skills
  • Ability to understand written and spoken communications and interpret policy language
  • Proficiency with Microsoft Office, especially Excel and Word
  • Computer literacy and aptitude for learning new software applications
  • Intermediate knowledge of insurance markets, products, services, ratings, and underwriting procedures
  • Valid driver’s license
  • Ability to travel to client locations
  • Access to dependable transportation

Benefits

  • Comprehensive benefits program with family health and wellness offerings
  • 401(k) plan
  • Employee assistance programs
  • Paid time off
  • Paid holidays
  • Career growth and development opportunities
  • Eligibility for a discretionary annual incentive program

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