California Licensed Account Coordinator

Job Summary

Supporting a team of Account Managers, the full-time California Licensed Account Coordinator will provide administrative and servicing support for client accounts, including processing endorsements and policy documentation, while working in a hybrid environment from the Palm Springs, CA office or remotely.

Key responsibilities:

• Assist Account Managers with daily tasks such as processing endorsements and creating insurance documents
• Liaise with external carriers and escrow companies to ensure timely service delivery
• Maintain electronic and manual suspense files for various correspondence and endorsements

Required qualifications:

• 2+ years of administrative or customer service experience, preferably in insurance
• Experience using Applied EPIC preferred
• Bachelor's degree preferred; high school diploma or GED required
• Proficient in Outlook, Word, and Excel
• P&C license preferred or willingness to obtain within 6 months