Remote Insurance Account Coordinator

Remote Insurance Support Coordinator roles require Salesforce CRM expertise and precise client account management. Support customers, sales teams, and internal departments from a remote setting.

This coordinator manages insurance accounts while supporting onboarding, renewals, and ongoing engagement. The work combines project management, customer relationship management, order processing, and cross-functional communication. Salesforce Cloud, SaaS platforms, and Microsoft Office support accurate documentation and reporting.

Key Responsibilities:

• Maintain accurate client insurance accounts in Salesforce Cloud
• Coordinate onboarding, renewals, and client engagement across departments
• Process orders and documentation using management tools
• Resolve client inquiries and deliver tailored solutions
• Track leads, pipelines, reports, and account trends

Requirements:

• Project management experience in customer service or client support
• Proficiency with Salesforce CRM and Salesforce Cloud
• Familiarity with SaaS platforms and sales processes
• Strong communication and relationship management skills
• Microsoft Office and analytical reporting experience

Bring Salesforce, account management, and customer service expertise to remote insurance coordination and client relationship support.