Account Coordinator

Job Title: Account Coordinator Address: Foster City, CA Job Description: Provide administrative and operational support to the Small Business commercial lines service team, ensuring timely processing of policy transactions. Assist with policy administration, including processing policy changes, endorsements, cancellations, and renewals. Prepare certificates of insurance, evidence of insurance, and auto ID cards, and review carrier documents for accuracy. Support renewal procedures by gathering updated exposure information and tracking renewal timelines. Assist in preparing submission packages for carriers and obtaining necessary underwriting documentation from clients. Respond to routine client requests and coordinate communications with insurance carriers and vendors. Maintain electronic client files, ensure accurate data entry, and document all communication in the agency management system.

Critical Information:

• Remote (US) - Pacific Time business hours preferred
• High-volume, transaction-driven role supporting multiple accounts
• Ensure timely and accurate workflow processing and documentation compliance
• Manage a high daily volume of service requests while maintaining quality standards
• Support the team during peak periods and escalations as needed

Education/Licenses Needed:

• Active California Property & Casualty broker-agent license
• Reliable proficiency with Microsoft Office; ability to learn agency systems quickly

Benefits:

• DEFAULT