What We’re Looking For

The Account Coordinator is responsible for ensuring the accuracy, timeliness, and execution of all policy documents, renewals, and day-to-day servicing requests, acting as the primary contact for any administrative tasks related to a client's policies. The Account Coordinator must remain knowledgeable of advances in the insurance business as well as keeping abreast of the types of insurance products available.

A GLIMPSE INTO YOUR DAY

Serves as initial point of contact for the client. Monitors client questions, provides recommendations in partnership with the Account Management Team on appropriate coverage changes and/or contractual requirements.
Identifies, researches and provides resolution for routine or basic client issues.
Maintains client files accurately and consistently, responsible for proper documentation of files and proper communication in accordance with company workflow, procedures, and best practices. Maintains a high degree of accuracy in document management systems.




Assists the Account Management team with the remarketing of renewals to ensure a high level of account retention. Prepares proposals as directed by the Account Manager.
May review policies from carriers for accuracy, expedite corrections, and handle endorsement and applications.
Ensures carriers respond promptly to expedite claim settlements.
Reviews policy audits and verifies their accuracy. Confirms necessary corrections between the client and the carrier are executed at the direction of the Account Management team. Proactively communicates with client any significant audit differences.
As directed by the Account Management team, reviews cancellation requests, identifies reasons, and attempts to retain client accounts while preserving the company’s financial interests.
Keeps up to date with industry trends, new products, legislation, coverage, and technology to improve knowledge, performance, and client services.
Fully adopts innovative technology, including pr

📌 Account Coordinator (Cassago Brianza)
🏢 Relation Insurance Services
📍 Cassago Brianza