1384 account coordinator jobs found

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Commercial Lines Account Coordinator to their  Foundation Risk Partners of FL team. Job Summary: The Account Coordinator provides administrative and technical support to the Commercial Lines Account Management team in the service and retention of commercial insurance clients. This position supports day-to-day account servicing activities, including policy administration, client requests, and carrier interactions. The Account Coordinator develops technical insurance expertise through structured training, licensing, and professional development while ensuring accurate documentation, regulatory compliance, and exceptional service to clients, carrier partners, and internal stakeholders. This role serves as a foundational position designed to prepare teammates for future advancement into an Account Manager role.   Essential Functions: Support...

Position Summary: The Senior Account Coordinator position provides a wide variety of administrative support to a team of internal account managers and maintains a professional relationship with our external clients. Manages and maintains a minimal book of business consisting of small groups. Supervisory Responsibilities:  • Delivers outstanding customer service • Analyzes carrier information and maintains spreadsheets and carrier websites, and manages House Bill requests • Assists in marketing of accounts as directed by account managers • Assists with the preparation of reports, proposals, and other presentation materials • Audits billing statements for accuracy on behalf of clients • Generates open enrollment materials such as enrollment guides, election forms, personalized confirmation sheets, enrollment/change forms • Assists in processing necessary paperwork for submission to the carrier • Assists with compliance projects as directed by account managers • Completes...

WHO WE ARE Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.   WHAT WE’RE LOOKING FOR The Account Coordinator, Small Business Unit is responsible for ensuring the accuracy, timeliness, and execution of all policy documents, renewals, and day-to-day servicing requests for small personal lines accounts, acting as the primary contact for any administrative tasks related to a client's policies.  The Account Coordinator must remain knowledgeable of advances in the insurance business as well as keeping abreast of the types of insurance products available. A GLIMPSE INTO...

Position Summary: The Account Coordinator Team Leader will oversee the operations and performance of a designated office(s) for the Account Coordinator’s team. This role involves managing a team of professionals, ensuring efficient operations, maintaining compliance, and driving the region toward achieving its strategic goals. The ideal candidate will have strong leadership skills, a thorough understanding of the employee benefits industry, and the ability to adapt to changing market conditions. Supervisory Responsibilities: • Oversees and mentors a team of employee benefit account coordinator employees, providing guidance, support, and performance evaluations • Participates in hiring processes with Talent Operations, onboards new employees, and facilitates ongoing training and professional development on a monthly, quarterly, and yearly basis • Sets performance goals, conducts regular 1:1’s, and implements improvement plans when necessary • Addresses and resolves conflicts...

About HUB    In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world’s largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected — through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of-a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community.     Why Choose HUB?   Throughout our network of more than 500 HUB offices in North America, we offer a competitive, exciting and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees, and provide continuous opportunities for growth and development .   Our...

Position Summary: The Account Coordinator provides administrative support to internal account managers and maintains a professional relationship with our external clients. Supervisory Responsibilities: None Essential Tasks: • Conducts data entry into Excel spreadsheets, internal agency management system, carrier websites, House Bill requests • Assists in marketing of accounts as directed by account managers • Assists with the preparation of reports, proposals and other presentation materials • Audits billing statements for accuracy on behalf of clients • Generates open enrollment materials such as enrollment guides, election forms, personalized confirmation sheets, enrollment/change forms, etc • Assists in processing necessary paperwork for submission to carrier –implementation • Attend local enrollment/client meetings as needed • Delivers outstanding customer service • Maintains agency files accurately and consistently • Attends and completes any training sessions or...

We are seeking a detail-oriented and proactive Account Coordinator to join our Employee Benefits team.   In this mid-level role, you will manage and support day-to-day operations for a portfolio of client accounts, ranging from small to large groups.   You will collaborate closely with Account Managers, Account Executives, clients, and carriers to ensure smooth processes,   accurate   data, and exceptional client service.     Key Responsibilities:   Client Service & Communication   Manage daily communication with assigned client accounts, ensuring   timely   and effective service delivery   Respond promptly and professionally to service needs of clients and the account management team . Communicate via   ema il, phone, and video conferencing .   Occasional need to attend onsite client meetings with team.    System Management & Administration   Gain   expertise   in and...

CAC Group, part of The Baldwin Group, is a leading insurance broker and advisor that provides expertise and placement capabilities across the spectrum of insurance and capital markets. Our team defines our success. We recruit and retain the industry’s best talent with deep knowledge and experience in their respective segments, products, and industries. We root for each other, as we are all connected and aligned to serving clients in a better and smarter way. Find out more about career opportunities to work with the best team in the industry. This is an entry-level customer service position responsible for assisting staff and supporting the team’s book of business. This includes the marketing process for new and renewal business, providing a high level of customer service on a daily basis, communication and problem solving, all in order to maintain and promote business growth. Duties & Responsibilities: Participate in day-to-day operations of a service team and the...

The Account Coordinator is an entry-level customer service position responsible for managing the day-to-day functions of an assigned book of business within the Education Practice while providing exceptional customer service to clients. CAC, part of The Baldwin Group, is a leading insurance broker and advisor that provides expertise and placement capabilities across the spectrum of insurance and capital markets. Our team defines our success. We recruit and retain the industry’s best talent with deep knowledge and experience in their respective segments, products, and industries. We root for each other, as we are all connected and aligned to serving clients in a better and smarter way. Find out more about career opportunities to work with the best team in the industry. Duties & Responsibilities: Participate in day-to-day operations of a service team and the assigned book of business Partner with the team and Producers to assist with customer service needs to maintain...

WHAT WE’RE LOOKING FOR The Account Coordinator is responsible for ensuring the accuracy, timeliness, and execution of all policy documents, renewals, and day-to-day servicing requests, acting as the primary contact for any administrative tasks related to a client's policies. The Account Coordinator must remain knowledgeable of advances in the insurance business as well as keeping abreast of the types of insurance products available.  A GLIMPSE INTO YOUR DAY Serves as initial point of contact for the client. Monitors client questions, provides recommendations in partnership with the Account Management Team on appropriate coverage changes and/or contractual requirements. Identifies, researches and provides resolution for routine or basic client issues. Maintains client files accurately and consistently, responsible for proper documentation of files and proper communication in accordance with company workflow, procedures, and best practices. Maintains a high degree of...

Position Summary: The Account Coordinator provides administrative support to internal account managers and maintains a professional relationship with our external clients. Supervisory Responsibilities: None Essential Tasks: • Conducts data entry into Excel spreadsheets, internal agency management system, carrier websites, House Bill requests • Assists in marketing of accounts as directed by account managers • Assists with the preparation of reports, proposals and other presentation materials • Audits billing statements for accuracy on behalf of clients • Generates open enrollment materials such as enrollment guides, election forms, personalized confirmation sheets, enrollment/change forms, etc • Assists in processing necessary paperwork for submission to carrier –implementation • Attend local enrollment/client meetings as needed • Delivers outstanding customer service • Maintains agency files accurately and consistently • Attends and completes any training sessions or...

Condition Management Account Coordinator  Location : Onsite in Dubuque, IA. Also accepting remote applicants. HealthCheck360 has an immediate opening for driven, energetic, and customer focused candidates for our Condition Management Account Coordinator role. In this role, you will answer inbound calls from our participants along with making outbound telephonic calls to participants enrolled in the Condition Management Program. And the best part? You don't need experience - we will train you! We are seeking individuals with strong customer service skills that can perform well individually and in a team environment. This role is perfect for individuals with experience in a medical setting, including but not limited to a receptionist, scheduler, insurance verification, health coaches, LPN, CNA, Medical Assistants, or individuals with a background in customer service  who are looking to make a meaningful impact behind the scenes. We pride ourselves on putting the...

WHO WE ARE Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.   WHAT WE’RE LOOKING FOR The Account Coordinator assists the Account Management and Consulting teams in servicing and retaining clients.  The Account Coordinator works to ensure client retention goals are met by responding promptly to requests from clients, prospects and members of the production and account management staff.  The individual in this role is expected to project a professional company image through all interaction with clients, insurance carriers, vendors, team members and others. A...

Condition Management Account Coordinator  Location : Onsite in Dubuque, IA. Also accepting remote applicants. HealthCheck360 has an immediate opening for driven, energetic, and customer focused candidates for our Condition Management Account Coordinator role. In this role, you will answer inbound calls from our participants along with making outbound telephonic calls to participants enrolled in the Condition Management Program. And the best part? You don't need experience - we will train you! We are seeking individuals with strong customer service skills that can perform well individually and in a team environment. This role is perfect for individuals with experience in a medical setting, including but not limited to a receptionist, scheduler, insurance verification, health coaches, LPN, CNA, Medical Assistants, or individuals with a background in customer service  who are looking to make a meaningful impact behind the scenes. We pride ourselves on putting the...

Condition Management Account Coordinator  Location : Onsite in Dubuque, IA. Also accepting remote applicants. HealthCheck360 has an immediate opening for driven, energetic, and customer focused candidates for our Condition Management Account Coordinator role. In this role, you will answer inbound calls from our participants along with making outbound telephonic calls to participants enrolled in the Condition Management Program. And the best part? You don't need experience - we will train you! We are seeking individuals with strong customer service skills that can perform well individually and in a team environment. This role is perfect for individuals with experience in a medical setting, including but not limited to a receptionist, scheduler, insurance verification, health coaches, LPN, CNA, Medical Assistants, or individuals with a background in customer service  who are looking to make a meaningful impact behind the scenes. We pride ourselves on putting the...

Position Summary: The Account Coordinator provides administrative support to internal account managers and maintains a professional relationship with our external clients. Supervisory Responsibilities: None Essential Tasks: • Conducts data entry into Excel spreadsheets, internal agency management system, carrier websites, House Bill requests • Assists in marketing of accounts as directed by account managers • Assists with the preparation of reports, proposals and other presentation materials • Audits billing statements for accuracy on behalf of clients • Generates open enrollment materials such as enrollment guides, election forms, personalized confirmation sheets, enrollment/change forms, etc • Assists in processing necessary paperwork for submission to carrier –implementation • Attend local enrollment/client meetings as needed • Delivers outstanding customer service • Maintains agency files accurately and consistently • Attends and completes any training sessions or...

Position Summary: The Account Coordinator provides administrative support to internal account managers and maintains a professional relationship with our external clients. Supervisory Responsibilities: None Essential Tasks: • Conducts data entry into Excel spreadsheets, internal agency management system, carrier websites, House Bill requests • Assists in marketing of accounts as directed by account managers • Assists with the preparation of reports, proposals and other presentation materials • Audits billing statements for accuracy on behalf of clients • Generates open enrollment materials such as enrollment guides, election forms, personalized confirmation sheets, enrollment/change forms, etc • Assists in processing necessary paperwork for submission to carrier –implementation • Attend local enrollment/client meetings as needed • Delivers outstanding customer service • Maintains agency files accurately and consistently • Attends and completes any training sessions or...

Position Summary: The Account Coordinator provides administrative support to internal account managers and maintains a professional relationship with our external clients. Supervisory Responsibilities: None Essential Tasks: • Conducts data entry into Excel spreadsheets, internal agency management system, carrier websites, House Bill requests • Assists in marketing of accounts as directed by account managers • Assists with the preparation of reports, proposals and other presentation materials • Audits billing statements for accuracy on behalf of clients • Generates open enrollment materials such as enrollment guides, election forms, personalized confirmation sheets, enrollment/change forms, etc • Assists in processing necessary paperwork for submission to carrier –implementation • Attend local enrollment/client meetings as needed • Delivers outstanding customer service • Maintains agency files accurately and consistently • Attends and completes any training sessions or...

Position Summary: The Account Coordinator provides administrative support to internal account managers and maintains a professional relationship with our external clients. Supervisory Responsibilities: None Essential Tasks: • Conducts data entry into Excel spreadsheets, internal agency management system, carrier websites, House Bill requests • Assists in marketing of accounts as directed by account managers • Assists with the preparation of reports, proposals and other presentation materials • Audits billing statements for accuracy on behalf of clients • Generates open enrollment materials such as enrollment guides, election forms, personalized confirmation sheets, enrollment/change forms, etc • Assists in processing necessary paperwork for submission to carrier –implementation • Attend local enrollment/client meetings as needed • Delivers outstanding customer service • Maintains agency files accurately and consistently • Attends and completes any training sessions or...

Position Summary: The Account Coordinator provides administrative support to internal account managers and maintains a professional relationship with our external clients. Supervisory Responsibilities: None Essential Tasks: • Conducts data entry into Excel spreadsheets, internal agency management system, carrier websites, House Bill requests • Assists in marketing of accounts as directed by account managers • Assists with the preparation of reports, proposals and other presentation materials • Audits billing statements for accuracy on behalf of clients • Generates open enrollment materials such as enrollment guides, election forms, personalized confirmation sheets, enrollment/change forms, etc • Assists in processing necessary paperwork for submission to carrier –implementation • Attend local enrollment/client meetings as needed • Delivers outstanding customer service • Maintains agency files accurately and consistently • Attends and completes any training sessions or...