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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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Personal Lines Account Coordinator in Morro Bay, CA

Coordinate personal-lines insurance servicing for Relation Insurance Services in Morro Bay. Manage policy documents, renewals, audits, carrier corrections, and client inquiries.

USUnited StatesCACalifornia
$20 – $36 / hour
On-siteFull-timeMiddleSeniorEnglish RequiredAccount ManagerSales

Description

  • Oversee the accuracy, timing, and completion of policy documents, renewals, and daily service requests
  • Serve as the main administrative contact for clients’ insurance policies
  • Act as the first point of contact for client communications
  • Track client questions and collaborate with the Account Management Team on coverage changes and contractual requirements
  • Investigate and resolve routine or basic client issues
  • Maintain complete client files, documentation, and communications in line with company procedures and workflows
  • Keep records accurate in document management systems
  • Support renewal remarketing and develop proposals as directed by the Account Manager
  • Check carrier policies for accuracy, expedite corrections, and process endorsements and applications
  • Follow up with carriers to support prompt claim settlements
  • Review policy audits, confirm their accuracy, and coordinate corrections between clients and carriers
  • Explain significant audit variances to clients
  • Evaluate cancellation requests, determine the reasons, and seek to retain accounts while protecting the company’s financial interests
  • Stay informed about industry developments, products, legislation, coverage, and technology
  • Incorporate innovative tools, including proprietary AI solutions, into the service process
  • Complete special projects and other assigned responsibilities

Requirements

  • Maintain a Property and Casualty License in the state of domicile
  • Hold a high school diploma or equivalent
  • Bring at least three years of insurance client service experience focused on personal lines
  • Spanish-English bilingual ability is preferred and may be required in some locations
  • Demonstrate in-depth knowledge of personal-lines coverage
  • Use strong analytical and mathematical skills
  • Present effectively in person and through teleconferences or webinars using PowerPoint
  • Demonstrate excellent interpersonal and communication abilities
  • Understand written and spoken communications and interpret policy language
  • Use Microsoft Office, especially Excel and Word, along with agency management and online rating systems
  • Possess intermediate knowledge of insurance markets, products, services, ratings, and underwriting procedures
  • Hold a valid driver’s license
  • Be able to travel to client sites
  • Have dependable transportation
  • An Associate in Insurance (AINS) or Certified Insurance Service Representative (CISR) designation is preferred
  • A four-year degree is preferred

Benefits

  • Competitive compensation
  • Family health and wellness programs
  • 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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