1474 account coordinator jobs found

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...

About HUB: HUB International is a global insurance broker providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. HUB has more than 650 offices across the United States, Canada and Puerto Rico with more than 20,000 employees. Our regional offices throughout North America are dedicated to helping individuals and businesses evaluate and manage their risks and insurance needs.  We are a company dedicated to superior customer service with employees committed to adding value to every client activity. Primary Role: The purpose of the Benefits Account Coordinator is to ensure accuracy of HUB online enrollment platform. This position works as an integral part of the Experience Team and is responsible for data entry, corrections and technology support. They will also function as a primary support to the Account Executive. This position will be required to obtain...

Job Description About Acrisure    A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing   cutting-edge   technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more .       In the last twelve years, Acrisure has grown in revenue from $38 million to almost   $5 billion   and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible.   Job Summary The Client Services Account Coordinator manages clients’ needs and develops strong relationships through delivery of high-quality customer service. Acts as liaison between clients and internal...

About HUB: HUB International is a global insurance broker providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. HUB has more than 650 offices across the United States, Canada and Puerto Rico with more than 20,000 employees. Our regional offices throughout North America are dedicated to helping individuals and businesses evaluate and manage their risks and insurance needs.  We are a company dedicated to superior customer service with employees committed to adding value to every client activity. This position is in our downtown San Antonio office and offers a hybrid schedule (3 days office; 2 days remote) after an initial onboarding period. Job Summary: We are currently seeking a Benefits Account Coordinator to join our Employee Benefits Insurance team. In this role, you’ll work with an account management team, assisting with daily service needs,...

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...

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 550 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 entrepreneurial culture fosters an environment...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. ​ Brown and Brown is seeking a Commercial Lines Associate Account Coordinator to join our growing team in Phoenix, AZ! The Commercial Lines Associate Account Coordinator supports the service and management of customer accounts by assisting with certificates of insurance, ID cards, and evidence of property insurance. This role also processes change requests, endorsements, audits, and claims, while maintaining accurate documentation, updating spreadsheets, and ensuring timely follow-up to support business production and retention. How You Will Contribute: Issue certificates of insurance and evidences of property insurance Issue ID cards Order loss runs Order Experience mods from current carriers Order MVR’s when required for wholesalers Process Change Requests Process Endorsements and invoice any Agency Bill...

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...

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. Assist the Broker/Account Executive (AE) and Producer with servicing of new and renewal business for the Senior Living & Healthcare team. Coordinate with broker/AE and production team and insurance carriers to facilitate a successful client renewal. Duties & Responsibilities: Assist Brokers, Producers and Account Executives in handling of day-to-day client servicing & inquires Maintain record of expiration dates on assigned...

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. We pride ourselves on putting the participants first and finding ways to improve our business. Above all else, we are committed to fostering an open door culture where the opinions and suggestion of our team members are valued and appreciated. Essential Functions: Answer participants inquiries Assist participants via email and online messaging Accurately document participant communications Specific Skills: Strong verbal and written skills Detail...

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. We pride ourselves on putting the participants first and finding ways to improve our business. Above all else, we are committed to fostering an open door culture where the opinions and suggestion of our team members are valued and appreciated. Essential Functions: Answer participants inquiries Assist participants via email and online messaging Accurately document participant communications Specific Skills: Strong verbal and written skills Detail...

Client Account Coordinator is responsible for managing client relationships and ensuring customer satisfaction. This role involves developing account strategies, identifying client needs, and collaborating with internal teams to deliver effective solutions. The Client Account Coordinator acts as a liaison between clients and the company, ensuring the successful execution of services and driving client retention. Your Impact Build and maintain strong relationships with clients, understanding their business objectives. Develop and implement account plans to meet client needs and achieve revenue targets. Identify opportunities for upselling and cross-selling products and services. Collaborate with internal teams to ensure timely delivery of services and resolve client issues. Monitor account performance and provide regular updates and reports to clients. Successful Candidate Will Have Bachelor's degree in Business, Marketing, or a related field. 2-4 years 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...

ABOUT HUB INTERNATIONAL: HUB International Limited (“HUB”) is one of the largest global insurance and employee benefits brokers, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 21,000 employees in 600+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions. WHAT WE OFFER YOU: At HUB we believe in investing in the future of our employees.  Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization.  We offer: Competitive salaries and benefits offerings Medical/dental/vision insurance and voluntary insurance options Health Savings Account funding 401k matching program Company paid Life and Short-Term Disability Plans Supplemental Life and Long-Term Disability...

Position Summary:   The primary functions of an Account Coordinator are to coordinate workflow with Account Managers for clients and to establish depth in the client relationship. A self-starter who shows motivation, confidence, ambition, resilience, embraces challenges, sets goals, sets higher expectations, focused on successfully outcomes, promotes teamwork, promotes, and shares best practices, willingness to help others. Must have experience and/or exceed expectations for promotion for a period for proven success record. Relies on extensive experience and judgement to plan work and accomplish department goals.  Some supervision necessary. Supervisory Responsibilities:   None Essential Tasks: The essential functions include but are not limited to the following: Coordinate management of client accounts with Account Executive. Mentor to Account Coordinator I and II. Prepare group meeting and enrollment materials for clients. Conduct group meetings and employee...

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...

  Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firm in the US, is adding a Commercial Lines Account Coordinator to their  Acentria team. Job Summary: The Commercial Lines Account Coordinator is responsible for daily servicing of clients including new and renewal business processing while maintaining exceptional customer relations with clients. This includes regularly interacting with new and existing clients as needed. The Account Coordinator is also responsible for devising creative solutions to meet client needs as to insurance coverage. This position reviews processed policies as needed, services clients in a timely manner, and performs such other duties as are required to establish, service and maintain accounts. Essential Functions: Participates in marketing meetings and attends carrier meetings   Maintains open items checklists/timelines Prepares certificates of insurance  Responsible for major...

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 assignments...

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...