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California Licensed Account Coordinator
A company is looking for an Account Coordinator - Private Client Services. Key Responsibilities Manage outsourcing of workflows related to insurance documentation and claims Perform database management and maintain accurate client information Coordinate the renewal process and assist in client communications and deliverables Required Qualifications Minimum of 2 years of brokerage experience Minimum of 3 years in a relevant work environment CA Property and Casualty Insurance license (required to have or be obtained within 3 months of hire) Intermediate knowledge of Microsoft Office Basic project management skills and systems knowledge
A company is looking for an Account Coordinator - Private Client Services.
Key Responsibilities
Manage outsourcing of workflows related to insurance documentation and claims
Perform database management and maintain accurate client information
Coordinate the renewal process and assist in client communications and deliverables
Required Qualifications
Minimum of 2 years of brokerage experience
Minimum of 3 years in a relevant work environment
CA Property and Casualty Insurance license (required to have or be obtained within 3 months of hire)
Intermediate knowledge of Microsoft Office
Basic project management skills and systems knowledge