REMOTE ACCOUNT COORDINATOR - PST Time Only

Job Description

Job Description

ACCOUNT COORDINATOR – SMALL BUSINESS

Location: Remote – Pacific Time business hours preferred
Pay Rate: $28.00 per hour
Assignment Length: 4 months, with potential to extend or convert to FTE
Hours: 40 hours per week
Engagement Type: Temporary / Contingent

REQUIRED LICENSE

• Active California Property & Casualty Broker-Agent License

POSITION SUMMARY

The Account Coordinator provides administrative and operational support to the Small Business commercial lines service team. This is a high-volume, transaction-driven role supporting a large number of accounts with frequent, time-sensitive servicing needs.

The primary objective is to ensure timely processing of policy transactions, maintain accurate client records, and support Account Managers in delivering exceptional service throughout the policy lifecycle while meeting established service level agreements.

RESPONSIBILITIES

Policy Administration

• Process policy changes, endorsements, cancellations, reinstatements, and renewals.
• Prepare certificates of insurance, evidence of insurance, and auto ID cards.
• Order loss runs and other underwriting documentation.
• Assist with policy checking and issuance.
• Review carrier documents for accuracy before delivery to clients.
• Upload and organize policy documents within the agency management system.

Renewal Support

• Prepare renewal files for Account Managers.
• Assist with gathering updated exposure information from clients.
• Follow up on outstanding renewal applications and supplemental underwriting information.
• Track renewal timelines and ensure tasks are completed according to service standards.

New Business Support

• Assist in preparing submission packages for carriers.
• Request and organize underwriting information.
• Obtain required applications, signed forms, and supporting documentation from clients.
• Track outstanding requirements until submissions are complete.
• Assist with binding documentation and policy issuance.

Client Service Support

• Respond to routine client requests under the direction of an Account Manager.
• Process requests for certificates, evidence of property insurance, and policy documents.
• Coordinate communications with insurance carriers and vendors.
• Maintain accurate client contact information and policy records.

AGENCY MANAGEMENT SYSTEM MAINTENANCE

• Maintain electronic client files.
• Enter and update policy information accurately.
• Document all client and carrier communications.
• Ensure compliance with agency documentation standards.

OPERATIONAL SUPPORT

• Monitor assigned task queues and complete work within established service level agreements.
• Manage a high daily volume of small business service requests across multiple accounts while maintaining accuracy.
• Escalate complex coverage or underwriting questions to the assigned Account Manager.
• Assist with special projects, audits, data cleanup, and reporting as needed.
• Support the team during peak renewal periods.

REQUIRED QUALIFICATIONS

• Active California Property & Casualty Broker-Agent License.
• Strong organizational and time management skills.
• High attention to detail.
• Excellent written and verbal communication skills.
• Ability to work independently while managing multiple deadlines.
• Proficiency with Microsoft Office applications.
• Ability to learn internal workflows and technology quickly.

PREFERRED QUALIFICATIONS

• Prior experience in commercial insurance, particularly in a small business or high-volume servicing environment.
• Experience with an agency management system such as AMS360, Applied Epic, or similar.
• Familiarity with certificate and endorsement processing at scale.

PERFORMANCE EXPECTATIONS

• Complete assigned service requests accurately and within established turnaround times.
• Maintain organized and complete electronic client files.
• Support renewal and new business workflows by ensuring documentation is complete and submitted on time.
• Communicate professionally with clients, carriers, and internal team members.
• Meet quality standards for documentation and processing accuracy.
• Adhere to established service level agreements.
• Manage multiple priorities while maintaining accuracy and productivity.
• Comply with agency procedures and carrier requirements.

REPORTING STRUCTURE

The Account Coordinator will report to the assigned Team Lead and collaborate closely with the Small Business commercial lines service team to support daily servicing activities.

If you are interested, please reach out to Chin Yang at A-Line Staffing.