Insurance Support Coordinator

We are seeking a dynamic and detail-oriented Insurance Support Coordinator to join our team. In this vital role, you will serve as the primary point of contact for managing client insurance accounts, supporting sales initiatives, and ensuring seamless communication across departments. Your proactive approach and strong organizational skills will drive customer satisfaction, foster long-term relationships, and contribute to the overall success of our client service and sales efforts. This position offers an exciting opportunity to work within a fast-paced environment where your expertise in project management, CRM systems, and customer relationship management will make a meaningful impact.

Responsibilities

• Manage and maintain client insurance accounts using CRM systems such as Salesforce Cloud, ensuring data accuracy and timely updates
• Coordinate with cross-functional teams including sales, marketing, and client services to support account onboarding, renewals, and ongoing client engagement
• Assist in order processing and documentation using various order management tools to facilitate smooth transactions
• Provide exceptional customer service by addressing client inquiries promptly, resolving issues efficiently, and delivering tailored solutions
• Support sales initiatives by tracking leads, updating opportunity pipelines, and contributing to data-driven decision-making processes
• Collaborate with internal teams to develop strategies for relationship management and client retention
• Generate reports and analyze data to identify trends, opportunities for growth, and areas for improvement in customer accounts

Requirements

• Proven experience in project management within a customer service or client support environment
• Proficiency with Salesforce CRM system (including Salesforce Cloud) and familiarity with SaaS (Software as a Service) platforms
• Strong knowledge of sales processes, account management, and customer relationship management best practices
• Excellent communication skills with the ability to effectively liaise across departments and with clients
• Demonstrated ability to handle multiple priorities simultaneously while maintaining attention to detail
• Experience with Microsoft Office Suite (Word, Excel, PowerPoint) for reporting and documentation purposes
• Analytical skills to interpret data for strategic insights and decision-making in financial services or related industries
• Ability to work collaboratively in a fast-paced environment while managing internal communication effectively

Join us as an Insurance Support Coordinator if you’re passionate about delivering outstanding client experiences through proactive support, strategic collaboration, and innovative problem-solving. Your expertise will help shape our success story while advancing your career in a vibrant organization dedicated to excellence.

Pay: $25.48 - $30.68 per hour

Benefits:

• 401(k)
• Paid time off
• Vision insurance

People with a criminal record are encouraged to apply

Application Question(s):

• Are you currently employed?
• Kindly provide an email address to receive updates regarding this job application. double-check for accuracy

Work Location: Remote