Account Coordinator

The Account Coordinator works with the overall team to provide organizational aid and support to all coworkers, assist account managers, and complete various tasks such as data input, marketing, and client support.

Requirements

• Organizing the office and assisting associates in ways that optimize office procedures.
• Creating and updating records ensuring accuracy and validity of information.
• Assists with reviewing quotes/proposals from carriers.
• Assists with preparation of proposals for prospects and clients.
• Works with TLC team on time-sensitive tasks.
• Ability to prioritize the importance of tasks in a time sensitive environment.
• Storing documents electronically
• Data input (OneDrive, Excel, PerfectQuote, Employee Navigator, SmartOffice etc.)
• Reviewing applications when necessary.
• Correspondence with coworkers
• Assists with marketing tasks including sending out newsletters and creating prospect presentations.
• Develop and maintain effective working relationships.
• Excellent customer service skills.
• Excellent written communication skills.
• Attention to details.
• Works well under pressure.

Benefits

• Generous Paid Time Off
• 401k Matching
• Retirement Plan