California Licensed Account Coordinator
Job Summary
Coordinating the internal service process for assigned commercial property and casualty clients, the full-time California Licensed Account Coordinator will manage workflows, prepare client communications, and oversee the renewal process in a dynamic team environment.
Key responsibilities:
- Manage outsourcing of workflows including certificates of insurance and policy checking
- Prepare and review client communications and deliverables, ensuring accuracy and timeliness
- Coordinate the renewal process workflow for successful execution
Required qualifications:
- Minimum of 2 years in a comparable work environment
- At least 1 year of insurance brokerage experience
- Resident Property and Casualty Insurance License (to be obtained within 3 months of hire)
- Commercial insurance experience is highly preferred
- Ability to learn and adopt technology systems and software applications
Complete Job Description
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