Jobs in Monterey County, CA

About the role

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.

What you'll bring

• 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 Property and Casualty License from state of domicile is required and must be maintained.
• High School Diploma or equivalent required.
• Minimum 3 years of client service experience in the insurance industry with a focus on commercial lines.
• In-depth understanding of commercial lines of coverage.
• Strong analytical and mathematical skills.
• Strong PowerPoint and presentation skills for both in-person and teleconference/webinar sessions.
• Outstanding interpersonal and communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors and others.
• Must be able to understand written and oral communications and interpret information written within policies.
• 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.

Benefits

Locations