[Remote] Account Coordinator, National Accounts - Commercial Lines

Note: The job is a remote job and is open to candidates in USA. Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. The Account Coordinator, National Accounts is responsible for ensuring the accuracy, timeliness, and execution of all policy documents and servicing requests for Relation’s largest clients. This role involves acting as the primary contact for administrative tasks and requires staying knowledgeable about advances in the insurance business.ResponsibilitiesServes 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 requirementsIdentifies, researches and provides resolution for standard client issuesProvides 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 ManagerMay 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 applicationsFacilitates the prompt response from carriers in an effort to work toward a settlement of all claimsReviews 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 differencesReviews 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 teamStays abreast of industry information, new products, legislation, coverage and technology to continuously improve knowledge, performance and services to clientsFully adopts innovative technology, including proprietary AI solutions, into the service process to deliver a best-in-class client service experiencePerforms other projects, duties, and tasks, as assignedSkillsHigh School Diploma or equivalentMinimum 2+ years of client service experience in the insurance industry with a focus on commercial linesA Property and Casualty License from state of domicile is required and must be maintainedStrong analytical and mathematical skillsStrong PowerPoint and presentation skills for both in-person and teleconference/webinar sessionsOutstanding interpersonal and communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors and othersMust be able to understand written and oral communications and interpret information written within policiesProficient skills in Microsoft Office (primarily Excel and Word). Must be computer literate with the ability to learn new software applicationsIntermediate knowledge of insurance markets, products, services, insurance ratings and underwriting proceduresMust have a valid driver's license, the ability to travel to client sites and a reliable source of transportationFour-year degree preferredAssociate in Insurance (AINS) and/or Certified Insurance Service Representative (CISR) Designation preferredBilingual (Spanish/English) a plus or a must in some locations3+ years' experience in Customer Service with preference given to individuals with commercial lines experience preferredIn-depth understanding of commercial lines of coverageBenefitsCompetitive 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 and more.Career advancement and development opportunities.You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.Company OverviewDespite our size, Relation feels like a family company. Here, a handshake matters. It was founded in 2007, and is headquartered in Walnut Creek, California, USA, with a workforce of 1001-5000 employees. Its website is https://www.relationinsurance.com.