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Client Services Coordinator

2 months ago

Miami, Florida, United States Criterion Executive Search Full time
Position Overview

Criterion Executive Search is currently seeking a dedicated Assistant Account Manager to join a reputable insurance agency's Employee Benefits division. This position plays a crucial role in supporting the team with various administrative and client service tasks.

Key Responsibilities:
  • Organize and maintain client and carrier documentation, ensuring all records are current and accessible.
  • Input prospective client information into relevant systems and oversee portal management.
  • Provide assistance in marketing new business opportunities, addressing claims concerns, processing enrollment forms, and delivering client support.
Qualifications:
  • Strong organizational skills with an emphasis on effective time management.
  • Exceptional verbal and written communication abilities.
  • Desire to obtain a Life and Health (L&H) license.
  • Aiming for a career in the Employee Benefits sector.

About Us: We are an Independent Insurance Agency known for our solid reputation and a thriving business environment. Our team culture is centered around valuing our employees and fostering their growth. We provide comprehensive health benefits and generous paid time off.