Remote Insurance Account Coordinator
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Remote Insurance Support Coordinator roles require Salesforce CRM expertise and precise client account management. Support customers, sales teams, and internal departments from a remote setting.
This coordinator manages insurance accounts while supporting onboarding, renewals, and ongoing engagement. The work combines project management, customer relationship management, order processing, and cross-functional communication. Salesforce Cloud, SaaS platforms, and Microsoft Office support accurate documentation and reporting.
Key Responsibilities:
- Maintain accurate client insurance accounts in Salesforce Cloud
- Coordinate onboarding, renewals, and client engagement across departments
- Process orders and documentation using management tools
- Resolve client inquiries and deliver tailored solutions
- Track leads, pipelines, reports, and account trends
Requirements:
- Project management experience in customer service or client support
- Proficiency with Salesforce CRM and Salesforce Cloud
- Familiarity with SaaS platforms and sales processes
- Strong communication and relationship management skills
- Microsoft Office and analytical reporting experience
Bring Salesforce, account management, and customer service expertise to remote insurance coordination and client relationship support.
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