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Account Coordinator - Real Estate

LON3 London - 51 Lime Street
Los Angeles, USA
Onsite
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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.

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