Account Coordinator, Emerging Business - Remote

Overview

As an Account Coordinator, your primary responsibility is to support client servicing teams by collecting and preparing information for client requests. You will play a crucial role in ensuring the smooth operation of client accounts and maintaining strong relationships with our valued clients.

In Short

• Provide administrative support to the account team in the servicing of clients
• Own the handling of day-to-day administrative tasks for clients, ensuring efficiency and accuracy
• Ensure the completion and accuracy of each step in the policy life cycle
• Serve as a first point of contact for basic client inquiries and requests, responding promptly and professionally
• Support account teams in the coordination of client-facing interactions, ensuring a seamless experience for clients
• Prepare materials, presentations, and spreadsheets for client meetings, showcasing our world-class solutions
• Take notes at client meetings and track key takeaways for account teams, ensuring important details are captured and followed up on
• Own the processing of policy changes and updates, ensuring timely and accurate implementation

Requirements

• Prior customer service, office administration, and/or insurance experience
• Proficiency in Microsoft Office Suite, including intermediate to advanced skill in Excel and PowerPoint
• Excellent communication skills, both verbally and written
• Required to obtain the applicable insurance license(s) within 90 days of date of hire.

Benefits

• Medical, Dental, and Vision coverage
• 401k Retirement Plan with company match
• Ownership in the company through our ESOP (Employee Stock Ownership Program) and profit sharing
• Paid vacation, holidays, and sick days
• Life Insurance, Short-term, and Long-Term Disability benefits
• Flexible Spending Account (FSA)
• Wellness programs and workplace flexibility benefits
• Professional development and reimbursement programs
• Added perks like discounted event tickets, pet insurance, financial coaching, identity theft protection, milk stork, etc.