Role OverviewServe as a key connection point between Business Development, clients, insurance partners, operations, and internal support teams, ensuring client protocols and requirements are understood, documented, and consistently met.
What You Will Do
Manage client protocols, administer client portals, monitor portal compliance, partner with internal teams and clients, troubleshoot portal and compliance issues, and prepare reports.
Why It Might Be a Fit
You'll play an important role in helping our teams work smarter and more efficiently, strengthen collaboration, improve portal processes, and ensure compliance with client-specific requirements.
Requirements
- 3+ years of experience in customer service, client support, project coordination, account management, operations support, communications, or related field
- Experience managing customer portals, CRM systems, compliance or insurance documentation, or operational support processes
- Experience preparing reports, dashboards, and performance metrics
- High school diploma or GED required; equivalent work experience may be considered
- Bachelor's degree in business administration, Communications, Marketing, Project Management, or a related field, preferred
Benefits
- Paid holidays
- Vacation time
- Health insurance
- Retirement plan
- Learning budget
- Parental leave
- Wellness program
- Visa/relocation assistance
- Remote flexibility
- Stipends
- Bonus/commission
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