Insurance Account Coordiator- Personal and Commercial Lines

Client Services & Operations Coordinator
Endeavor | Remote | San Pedro Garza García, Nuevo León, Mexico
About Endeavor
Endeavor is a growing U.S.-based independent brokerage and risk management firm serving individuals, families, and businesses across the United States, with expanding capabilities in specialty and international risks.
Our operations span personal and commercial insurance, transportation, construction, energy, property, cyber, and other specialized exposures.
We collaborate with insurance carriers, managing general agents (MGAs), and wholesale brokerage partners to deliver tailored insurance and risk management solutions.
As Endeavor continues to grow, we are seeking a highly organized, proactive, and detail-oriented professional to support our client services and brokerage operations.
About the Role
We are looking for a bilingual Client Services & Operations Coordinator to support the day-to-day operations of our brokerage, including personal and commercial accounts.
This position involves client servicing, policy administration, carrier communications, renewals, account retention, and general operational support.
The ideal candidate is dependable, demonstrates strong attention to detail, communicates proactively, and takes ownership of responsibilities without requiring constant supervision.
This is a fully remote position for candidates based in San Pedro Garza García, Monterrey, or the surrounding metropolitan area.
Key Responsibilities
Client Services & Account Management
* Support personal and commercial client accounts across multiple insurance carriers.
* Monitor carrier portals, emails, policy notices, and account activity.
* Review cancellation reports, returned payments, pending cancellations, and nonrenewals.
* Proactively contact clients regarding outstanding payments, upcoming renewals, and policy requirements.
* Assist with policy changes, endorsements, reinstatements, certificates of insurance, and other servicing requests.
* Maintain accurate client records and policy documentation.
* Identify potential coverage interruptions and escalate urgent matters promptly.
Brokerage Operations
* Coordinate with insurance carriers, MGAs, wholesale brokers, underwriters, and internal team members.
* Support insurance agents with applications, submissions, quotations, and supporting documentation.
* Prepare and maintain renewal reports, cancellation trackers, and outstanding task lists.
* Follow up on pending documentation and carrier requests.
* Support client retention initiatives and identify opportunities for additional coverage reviews.
* Assist with administrative and operational responsibilities across the brokerage.
Communication & Coordination
* Communicate professionally with clients and business partners in English and Spanish.
* Respond promptly to inquiries and coordinate follow-ups.
* Provide regular updates to agency leadership regarding outstanding matters.
* Take initiative in identifying issues and ensuring responsibilities are completed accurately and on time.
Qualifications
* Previous experience in an insurance agency, brokerage, or financial services environment strongly preferred.
* Familiarity with personal and commercial insurance products and policy servicing.
* Professional proficiency in English and Spanish, both written and spoken, is required.
* Strong organizational skills and exceptional attention to detail.
* Ability to work independently and manage multiple priorities in a remote environment.
* Excellent communication, problem-solving, and time-management skills.
* Proficiency with Microsoft Outlook, Excel, and other business applications.
* Experience with insurance carrier portals and agency management systems is a plus.
* Familiarity with EZLynx, Applied Epic, Salesforce, or similar platforms is preferred but not required.
What We’re Looking For
We value professionals who demonstrate accountability, initiative, reliability, and a strong sense of ownership.
The successful candidate should be comfortable identifying potential problems, communicating proactively, and following through on responsibilities without requiring repeated supervision.
We are looking for someone who is interested in contributing to the long-term growth of the brokerage and developing professionally alongside our team.
Why Join Endeavor?
* Opportunity to work with a growing U.S.-based brokerage and risk management firm.
* Exposure to personal, commercial, specialty, and international insurance markets.
* Fully remote work arrangement.
* Company-provided computer and necessary work equipment.
* Direct collaboration with agency leadership and industry professionals.
* Opportunities for professional development and increased responsibility as Endeavor expands.
* Collaborative and entrepreneurial work environment.
Position Details
Job Title: Client Services & Operations Coordinator
Company: Endeavor
Location: San Pedro Garza García, Nuevo León, Mexico
Work Arrangement: Fully Remote
Language Requirements: Professional English and Spanish
Experience: Previous insurance brokerage or related industry experience preferred
How to Apply
Interested candidates should submit their resumes through LinkedIn.
Applicants with experience in client account servicing, policy administration, insurance carrier communications, or brokerage operations are especially encouraged to apply.
Join Endeavor and contribute to a growing organization focused on delivering exceptional client service and comprehensive risk management solutions.

Work arrangement
Yes