Account Coordinator – Personal Lines

Relation Insurance Services

. Ensure the accuracy, timeliness, and execution of policy documents, renewals, and day-to-day servicing requests .

Posted 9/21/2026full-timeMorro Bay • California • United StatesMid-LevelSenior💰 $21 - $37 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client service within the insurance industry, focusing on personal lines coverage, policy management, and effective communication. Proficient in utilizing technology and analytical skills to enhance service delivery and client satisfaction.

Highest-signal resume keywords

Property And Casualty LicenseClient Service ExperiencePersonal Lines CoverageMicrosoft Office ProficiencyBilingual (Spanish/English)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Document ManagementPolicy ReviewAnalytical SkillsMathematical SkillsInsurance Ratings KnowledgeUnderwriting ProceduresProposal PreparationAudit ReviewCoverage RecommendationsClient Issue Resolution

Soft Skills

Interpersonal SkillsCommunication SkillsPresentation SkillsProblem-Solving SkillsAttention To Detail

Tools & Technologies

Agency Management SystemsOnline Rating SystemsMicrosoft ExcelMicrosoft WordProprietary AI Solutions

Certifications & Qualifications

Associate In Insurance (AINS)Certified Insurance Service Representative (CISR)Valid Driver's License

Industry Keywords

Insurance IndustryPersonal LinesClient PoliciesRenewalsCoverage ChangesLegislationInsurance MarketsClient AccountsClaim SettlementsFinancial Interests

About the role

Key responsibilities & impact

Ensure the accuracy, timeliness, and execution of policy documents, renewals, and day-to-day servicing requests
Act as the primary contact for administrative tasks related to clients’ policies
Serve as the initial point of contact for clients
Monitor client questions and provide recommendations with the Account Management Team on coverage changes and contractual requirements
Identify, research, and resolve routine or basic client issues
Maintain accurate client files and proper documentation and communication according to company workflows and procedures
Maintain accuracy in document management systems
Assist with remarketing renewals and prepare proposals as directed by the Account Manager
Review carrier policies for accuracy, expedite corrections, and handle endorsements and applications
Ensure carriers respond promptly to expedite claim settlements
Review policy audits, verify accuracy, and coordinate corrections between clients and carriers
Communicate significant audit differences to clients
Review cancellation requests, identify reasons, and attempt to retain client accounts while protecting the company’s financial interests
Keep current with industry trends, products, legislation, coverage, and technology
Adopt innovative technology, including proprietary AI solutions, into the service process
Perform special projects and other assigned duties

Requirements

What you’ll need

A Property and Casualty License from state of domicile is required and must be maintained
High School Diploma or equivalent required
Minimum 3 years of client service experience in the insurance industry with a focus on personal lines
Bilingual (Spanish/English) a plus or a must in some locations
In-depth understanding of personal lines of coverage
Strong analytical and mathematical skills
Strong PowerPoint and presentation skills for in-person and teleconference/webinar sessions
Outstanding interpersonal and communications skills
Ability to understand written and oral communications and interpret information written within policies
Proficient skills in Microsoft Office, primarily Excel and Word, agency management systems software, and online rating systems
Intermediate knowledge of insurance markets, products, services, insurance ratings and underwriting procedures
Valid driver’s license
Ability to travel to client sites
Reliable source of transportation
Associate in insurance (AINS) and/or Certified Insurance Service Representative (CISR) Designation preferred
Four-year degree preferred

Benefits

Comp & perks

Competitive pay
Family health and wellness programs
401K
Employee assistance programs
Paid time off
Paid holidays
Career advancement and development opportunities
Discretionary annual incentive program eligibility