California Licensed Account Coordinator

Job Summary

Providing administrative and operational support to the Small Business commercial lines service team, the remote California Licensed Account Coordinator will manage policy transactions, assist with policy administration, and maintain client files while ensuring timely and accurate workflow processing.

Key responsibilities

• Process policy changes, endorsements, cancellations, and renewals, ensuring accuracy in documentation
• Prepare certificates of insurance and review carrier documents for compliance and correctness
• Respond to client requests and coordinate communications with insurance carriers and vendors

Required qualifications

• Active California Property & Casualty broker-agent license
• Reliable proficiency with Microsoft Office
• Ability to learn agency systems quickly
• Experience managing high volumes of service requests
• Knowledge of insurance policy administration processes