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.

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. 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.

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.

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 proprietary AI solutions, into the service process to deliver a best-in-class client service experience Special projects and other duties as assigned.

A Property and Casualty License from state of domicile is required and must be maintained.

High School

Diploma or equivalent required. Four-year degree preferred. Minimum 3 years of client service experience in the insurance industry with a focus on commercial lines. Bilingual (Spanish/English) a plus or a must in some locations. In-depth understanding of commercial lines of coverage.

Strong

PowerPoint and presentation skills for both in-person and teleconference/webinar sessions. Proficient skills in Microsoft Office (primarily Excel and Word)., agency management systems software, and online rating systems. Intermediate knowledge of insurance markets, products, services, insurance ratings and underwriting procedures.

Must have a valid driver’s license,



the ability to travel to client sites and a reliable source of transportation. Competitive pay. A safe and healthy work environment provided by our robust vantaggi program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more.

Career advancement and development opportunities.

Relation Insurance

Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

experience and training; licensure and certifications; and other business and organizational needs. At Relation, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. 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. $

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