California Licensed Insurance Coordinator

Job Summary

A company is looking for a Personal Lines - Insurance Coordinator.

Key Responsibilities

• Oversee and maintain client insurance portfolios, ensuring policies are current and properly documented
• Coordinate the claims process, assisting clients with claim initiation and documentation
• Review policy proposals and evaluate coverage options, preparing summaries for client understanding

Required Qualifications

• At least 2+ years of personal lines insurance account management experience
• Experience in brokerage or obtaining quotes from various insurance carriers
• Strong analytical ability for reviewing policy structures and coverage differences
• Exceptional organization and document management skills
• Ability to manage multiple client accounts simultaneously