Support Coordinator (Veterinary-Focused)

The Support Coordinator for Pearl Insurance Solutions is responsible for providing administrative support to assigned sales regions and/or sales representatives by processing renewal applications, quote acceptances, binder requests, certificate of insurance requests, and other customer inquiries. Maintains proper account documentation in the Customer Relationship Management (CRM) system in an effort to ensure all submissions are properly processed, quoted, and accepted. Serves as a backup in the phone system when assigned sales representatives are unavailable. 

This role has an anticipated start date of March 2026.

Your Impact: 

• Handle workflow of assigned sales team member(s) when they are out of the office; carbon copy (cc) the sales representative on any email sent on their behalf. 
• Submit all insurance applications to the Application Center for processing upon request. 
• Submit all quote acceptances to the Service Center for processing requests. 
• Contact customers regarding billing, change order requests, certificate requests, and for general service/mid-term check-in purposes. 
• Assist with miscellaneous requests from the PIS AVMA Retention Team, including mailings, running reports, requests, follow-ups, and processing ‘rush’ binders as needed. 
• Support PIS AVMA Retention team by properly internally routing all quoting/binding material, certificate and ID card requests, internal/external communication with clients/prospects, Account Coordinators, Technicians, etc.  
• Create customer records in the CRM as needed. 
• Maintain accurate account information and documentation in various systems and databases (CRM). 
• Meet production quotas and quality standards as set forth by management. 

Successful Candidates Will Have: 

• Associate’s degree in a related field preferred.
• 1+ years of previous customer service experience within business insurance lines utilizing Siebel or other Customer Relationship Management (CRM) system preferred.
• Strong interpersonal skills with a proven ability to interface effectively at all levels within an organization. 
• Property & Casualty insurance license desired.