10/10/2026

Account Coordinator (Middle Market Technology) - Service and Delivery

Job Description


Come join our Middle Market Technology team! We partner with technology companies of all shapes and sizes — from established SaaS providers to emerging AI and Crypto platforms operating worldwide. The industry moves fast, and so do we, which keeps the work genuinely interesting. We're equally committed to our team's growth, investing in mentorship, learning opportunities, and career paths that lead upward from within

What You’ll Be Responsible For:

●    Manage successful outsourcing of workflows including, but not limited to, certificates of insurance, auto identification cards, policy checking, and MVRs.
●    Prepare and review client communications and deliverables.
●    Manage certificate of insurance process, if necessary.
●    Prepare, process, and distribute endorsements and invoices.
●    Monitor and resolve billing discrepancies and perform reconciliations.
●    Execute consistent and accurate data and information entry and maintenance in various systems including AMS, SharePoint, etc.
●    Execute consistent and accurate database and document management processes and workflows.
●    Coordinate and own the renewal process workflow for successful, timely execution.
 


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