Account Coordinator - Remote

Overview

As an Account Coordinator, you will support client servicing teams by collecting and preparing information for client requests, ensuring smooth operations and strong client relationships.

In Short

• Provide administrative support to the account team.
• Handle day-to-day administrative tasks for clients.
• Ensure accuracy in the policy life cycle.
• Serve as a first point of contact for client inquiries.
• Coordinate client-facing interactions.
• Prepare materials for client meetings.
• Take notes at client meetings.
• Process policy changes and updates.

Requirements

• Prior customer service or office administration experience.
• Proficiency in Microsoft Office Suite.
• Excellent communication skills.
• Must obtain applicable insurance license(s) within 90 days.

Benefits

• Medical, Dental, and Vision coverage.
• 401k Retirement Plan with company match.
• Ownership through ESOP and profit sharing.
• Paid vacation, holidays, and sick days.
• Life Insurance and Disability benefits.
• Wellness programs and workplace flexibility.
• Professional development reimbursement.
• Additional perks like pet insurance and financial coaching.