The Account Coordinator manages policy documents, client queries, and renewals, ensuring accurate service and communication with clients and carriers.

Leads national account risk placement activities for new and renewal commercial insurance business. Partners with sales and service teams, reviews applications, develops renewal strategies, prepares submissions and proposals, negotiates terms with carriers, and maintains carrier and client relationships. The role also mentors placement staff, oversees onboarding, supports hiring, ensures regulatory compliance, and uses AMS360, ImageRight, and AI tools to document and improve service processes.