Account Coordinator – Emerging Business
| Company | Woodruff Sawyer |
|---|---|
| Location | Sacramento, CA, USA |
| Salary | $39000 – $65000 |
| Type | Full-Time |
| Degrees | |
| Experience Level | Entry Level/New Grad, Junior |
Requirements
- Prior customer service, office administration, and/or insurance experience
- Proficiency in Microsoft Office Suite, including intermediate to advanced skill in Excel and PowerPoint
- Excellent communication skills, both verbally and written
- Required to obtain the applicable insurance license(s) within 90 days of date of hire.
Responsibilities
- Provide administrative support to the account team in the servicing of clients
- Own the handling of day-to-day administrative tasks for clients, ensuring efficiency and accuracy
- Ensure the completion and accuracy of each step in the policy life cycle
- Serve as a first point of contact for basic client inquiries and requests, responding promptly and professionally
- Support account teams in the coordination of client-facing interactions, ensuring a seamless experience for clients
- Prepare materials, presentations, and spreadsheets for client meetings, showcasing our world-class solutions
- Take notes at client meetings and track key takeaways for account teams, ensuring important details are captured and followed up on
- Own the processing of policy changes and updates, ensuring timely and accurate implementation
Preferred Qualifications
- Exceptional attention-to-detail
- Ability to build relationships and handle client interactions with professionalism
- Quick learner with exceptional judgment
- Phenomenal with task management and prioritization
- Great teammate willing to provide backup and contribute to a positive work environment