Account Coordinator - Real Estate

SUMMARY: This position is responsible for coordinating the internal service process for assigned commercial property and casualty real estate clients.

Location: The position can be remote anywhere in the United States, with work primarily aligned to Pacific hours, although some flexibility is available.

What You’ll Be Responsible For:

• Prepare and send renewal solicitations; coordinate client update calls with insurance carriers.

• Assist with marketing renewals and project specific business.

• Prepare client presentation and proposal materials.

• Prepare insurance summaries and confirmations of insurance.

• Input data and information into systems and maintain the accuracy and completeness of policy management systems.

• Manage policy and endorsement issuance process including reviewing quotes, binders, and policies for accuracy and filing appropriately.

• Prepare invoices and manage tasks related to client billing

• Perform other duties and assist with special projects as assigned.