California Licensed Account Coordinator
Job Summary
Providing administrative and operational support to the Small Business commercial lines service team, the remote Account Coordinator will ensure timely processing of policy transactions and maintain accurate client records while working standard first shift hours in a high-volume environment.
Key responsibilities
- Process policy transactions efficiently to meet time-sensitive servicing needs
- Maintain accurate client records and support Account Managers in service delivery
- Ensure compliance with established service level agreements throughout the policy lifecycle
Required qualifications
- Active California Property & Casualty broker-agent license
- Prior experience in commercial insurance, especially in a small business or high-volume servicing environment
- Experience with an agency management system (AMS360, Applied Epic, or similar) is a plus
- Familiarity with certificate and endorsement processing at scale
Complete Job Description
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