California Licensed Account Coordinator
Job Summary
Coordinating the internal service process for assigned commercial property and casualty real estate clients, the full-time California Licensed Account Coordinator will prepare renewal solicitations, assist with marketing renewals, and manage policy issuance while working remotely aligned to Pacific hours.
Key responsibilities
- Prepare and send renewal solicitations; coordinate client update calls with insurance carriers
- Manage policy and endorsement issuance process, ensuring accuracy and proper filing
- Prepare client presentation materials and manage tasks related to client billing
Required qualifications
- Property and Casualty Insurance license (must be obtained within 90 days of hire)
- Minimum of 2 years in a comparable and/or relevant work environment
- Minimum of 1 year of insurance brokerage experience preferred
- Strong time management skills
- Ability to learn and adopt technology systems and software applications
Complete Job Description
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