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Account Coordinator

2 months ago

Long Island New York USA, United States Woodruff Sawyer Full time
About the Role

We are seeking a highly organized and detail-oriented Account Coordinator to join our team at Woodruff Sawyer. As an Account Coordinator, you will play a critical role in supporting our client servicing teams by collecting and preparing information for client requests.

Key Responsibilities
  • Provide administrative support to the account team in the servicing of clients, ensuring 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 to and processing requests for routine changes.
  • Support account teams in the coordination of client-facing interactions, preparing materials, presentations, and spreadsheets for client meetings.
  • Take notes at client meetings and track key takeaways for account teams, ensuring seamless communication and collaboration.
  • Own the processing of policy changes and updates, ensuring timely and accurate completion.
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.
  • Ability to obtain the applicable insurance license(s) within 90 days of date of hire.
What We Offer
  • Anticipated salary between $39,000 - $65,000, dependent upon geography, experience, and expertise of the candidate.
  • Eligibility to participate in an incentive program to earn additional compensation with a target equivalent to 8% of salary annually, based on individual and Company performance.
  • A comprehensive benefits package, including medical, dental, and vision coverage, 401k Retirement Plan with company match, and more.