Account Coordinator

GENERAL SUMMARY:  

The Account Coordinator works with the overall team to provide organizational aid and support to all coworkers.   They help assist associates in projects and tasks that need to be completed. They assist account managers by analyzing quotes and product options as well as preparing presentations for clients.  General tasks include:  data input (Onedrive, Excel, PerfectQuote, Employee Navigator etc.), marketing, client support, office support, and electronic filing. 

ESSENTIAL JOB RESPONSIBILITIES: 

• Organizing the office and assisting associates in ways that optimize office procedures. 

• Creating and updating records ensuring accuracy and validity of information. 

• Assists with reviewing quotes/proposals from carriers. 

• Assists with preparation of proposals for prospects and clients. 

• Works with TLC team on time-sensitive tasks. 

• Ability to prioritize the importance of tasks in a time sensitive environment. 

• Storing documents electronically 

• Data input (OneDrive, Excel, PerfectQuote, Employee Navigator, SmartOffice etc.) 

• Reviewing applications when necessary. 

• Correspondence with coworkers 

• Assists with marketing tasks including sending out newsletters and creating prospect presentations. 

• All other duties assigned. 

Knowledge, Skills, and Abilities:  

• Excellent organizational and time management skills. 

• Analytical abilities and aptitude in problem-solving. 

• Ability to multitask and manage projects in a timely manner. 

• Proficiency in Microsoft Office Suite and creating presentations. 

• Listens and takes directions from coworkers and asks questions when needed. 

• Develop and maintain effective working relationships. 

• Excellent customer service skills. 

• Excellent written communication skills. 

• Attention to details. 

• Works well under pressure. 

This is a 100% Remote Work

Full time

$6/hr