Account Coordinator, Emerging Business

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Requirements:

• Prior customer service, office administration, and/or insurance experience
• Proficiency in Microsoft Office Suite
• Excellent verbal and written communication skills
• Required to obtain applicable insurance license(s) within 90 days of hire

Responsibilities:

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