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Account Coordinator

1 month ago

San Mateo, California, United States Insight Global Full time
Account Coordinator

This role is responsible for coordinating the internal service process for assigned commercial property and clients in a new, industry-changing brokerage.

The Small Business Team is seeking a client-focused, detail-oriented, and ambitious individual to join their team of highly motivated, inclusive, and open to new ideas.

A successful candidate will have strong communication skills and be able to partner with Account Managers, Account Executives, and Producers.

Key Responsibilities:
  • Prepare and review client communications and deliverables.
  • Execute consistent and accurate data and information entry and maintenance in various systems.
  • Execute consistent and accurate database and document management processes and workflows.
  • Solid communication skills.
Requirements:
  • Excellent telephone etiquette and customer service.
  • Adaptability and flexibility to respond to client and team needs.
  • Ability to learn and adopt and train use of technology systems and software applications.
  • Ability to review internal/external deliverables to ensure accuracy.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day.

We are an equal opportunity/affirmative action employer that believes everyone matters.

Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances.

If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to our HR department.

To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy.

Required Skills & Experience:
  • 1-3+ years working at an insurance brokerage in the commercial sector.
  • Strong administration experience.
  • Past work of successfully outsourcing workflows.
  • Experience supporting and reporting into high-level Account Managers.

Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching.

Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.