09/05/2026

Account Coordinator - Real Estate

Job Description

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.

-


Apply Now