California Licensed Client Services Coordinator
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Job Summary
Supporting a designated book of business, the fully remote California Licensed Client Services Coordinator will assist Client Managers with day-to-day client servicing tasks, including issuing proofs of insurance, preparing summaries for renewals, and processing endorsement transactions.
Key responsibilities
- Assist Client Managers with client servicing, including issuing proofs of insurance and preparing renewal summaries
- Process endorsement transactions and document activities in the management system
- Gather documentation for new and renewal marketing and ensure timely payment on outstanding invoices
Required qualifications
- 2+ years of industry experience with increasing responsibility
- Active Property & Casualty (P&C) license
- Proficiency in MS Office software (Word, Excel, Outlook)
- Experience supporting construction risks preferred
- Willingness to pursue advanced insurance designations and continuing education
Complete Job Description
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