Insurance Client Services Project Coordinator

Coordinate insurance client services through project management, cross-functional communication, and responsive issue resolution. This remote position supports accurate accounts and ongoing engagement.

The Insurance Support Coordinator serves as a primary contact for client insurance accounts and department communication. You will support account onboarding, renewals, order processing, and customer relationships. Success requires organized execution across CRM systems, documentation, sales support, and data analysis, including Salesforce Cloud and Microsoft Office.

Key Responsibilities:

• Manage account onboarding, renewals, and ongoing engagement
• Liaise with sales, marketing, and client services teams
• Facilitate transactions through order processing and documentation
• Provide prompt inquiries support and efficient issue resolution
• Identify growth opportunities through data analysis and reporting

Requirements:

• Experience managing projects in customer service environments
• Excellent communication with clients and internal departments
• Strong customer relationship and account management knowledge
• Microsoft Office experience for reporting and documentation
• Ability to collaborate while handling multiple priorities

Use project coordination, communication, and analytical skills to deliver dependable insurance client services remotely.