Account Coordinator
Amwins - Lafayette, CA
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Join Our Team as an Account Coordinator at Stealth Partner Group, an Amwins Group Company! Are you ready to take the next step in your career? Join Stealth Partner Group, an Amwins Group Company, as an Account Coordinator. This is an in-office position offers the flexibility to work from home up to 2 days a week, after completing training. Why Choose Amwins? At Amwins, we value our team members and offer a range of benefits to enhance your work experience: * Flexibility: Enjoy a hybrid work environment with flexible scheduling options. * Comprehensive Benefits: Access a competitive benefits package from day one, including generous Paid Time Off (PTO) and paid holidays. * Continual Learning: Thrive in a collaborative, education-focused work environment. * Annual Bonus Program: Earn rewards through our bonus program after just one year of employment. Learn more about us at and . Responsibilities: As an Account Coordinator, you will: * RFP Support: Assist in the Request for Proposal (RFP) process, including data review, requests for missing information, and management of tracking documents within scheduled timelines. * Stakeholder Communication: Initiate communication with broker/carrier partners, field sales, and ancillary marketing team to prioritize objectives and facilitate transition between field and home office. * Sales Support: Collaborate with Sales Leadership to prioritize objectives and assist in their accomplishment. * Relationship Management: Maintain professional and collaborative relationships with clients and internal/external business partners. * File Management: Handle file set-up, organization, and ongoing maintenance to support the sales process. * Ad Hoc Duties: Take on other duties and projects as assigned. Qualifications: To thrive in this role, you'll need: * Insurance Knowledge: Understanding of basic ancillary insurance terminology preferred. * Experience: 1+ year in group benefits with Ancillary coverage knowledge preferred, but not mandatory. * Analytical Skills: Strong mathematical and critical thinking skills. * Team Player: Ability to work both independently and as part of a team. * Attention to Detail: Excellent organizational skills and attention to detail required. * Communication Skills: Ability to effectively communicate, both written and verbally, with internal and external parties. * Time Management: Proven ability to effectively prioritize workload, manage time, and meet deadlines in a fast-paced environment. * Technical Proficiency: Proficiency in Microsoft Office programs (Word, Excel, Outlook, etc.). The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Created: 2025-01-09