Insurance Account Coordinator, Emerging Business

About the Role

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.

What You’ll Do

• 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

 

This job is for you if… 

• Your exceptional attention-to-detail sets you apart! You are the reliable proofreader that everyone can count on, diligently catching every typo and font inconsistency
• You love building relationships. Even your toughest client/coworker interactions are handled with tact and professionalism, leaving a lasting positive impression
• As a quick learner with exceptional judgment, you possess the ability to independently solve problems while also recognizing when it is necessary to involve management to make informed decisions
• You’re phenomenal with task management and prioritization, consistently meeting deadlines and delivering exceptional results
• You are a great teammate. You’re willing to provide backup when others need your help and contribute to a positive and respectful work environment, fostering collaboration and success

Experience & Qualifications

• 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.

Don’t meet every single preferred qualification? Studies have shown that underrepresented populations are less likely to apply to jobs unless they meet all qualifications. At Woodruff Sawyer we are dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyway. You may be just the right candidate for this or other roles.  

More About Us

Compensation: Anticipated salary between $39,000 - $65,000. Salary offered will be dependent upon geography, experience, and expertise of the candidate. 

This position is eligible to participate in an incentive program to earn additional compensation with a target equivalent to 8% of salary annually, based on individual and Company performance.   

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Last updated on Aug 6, 2024