Tech Stack

Description

You will support the Account Management team by handling day-to-day servicing of existing client accounts, focusing on reporting, data management, coordination tasks, and administrative support to ensure accurate client information and efficient internal operations.

Requirements

• Strong written and verbal communication skills
• Ability to multitask with attention to detail and accuracy
• Effective time management and organizational skills
• Strong decision-making skills and ability to meet deadlines

Responsibilities

• Request and manage policy and account information from brokers
• Prepare and distribute reports for internal and account management use
• Coordinate claim reviews and manage related client communications
• Maintain and update client data, contacts, and profiles in internal systems including Monday.com
• Manage team email inboxes and respond to or route inquiries