Remote Project Coordinator

Summary:

• Location: Remote - must be able to work eastern hours 8-5
• Work Mode: Virtual - Working full-time in non-company location

Responsibilities:

• Serve as a primary service contact for assigned Regional Market accounts under the guidance of leadership
• Receive, analyze, research, and respond to routine inquiries from brokers, general agents, and internal partners in a timely and accurate manner
• Support ongoing service delivery by resolving issues and escalating more complex matters as appropriate
• Partner with Account Managers, Client Service Consultants, Sales Coordinators, and internal teams to facilitate issue resolution
• Manage day-to-day administration of multiple Regional Market client accounts
• Support plan changes, billing inquiries, eligibility updates, and benefit questions
• Ensure accuracy of client data and documentation across company systems
• Assist with audits, reporting requests, and standard client deliverables
• Prepare and distribute Commission and Service Fee Agreements to brokers and general agents for signature
• Coordinate with the Producer Services team to support the execution of commission payments for brokers and general agents
• Partner with Account Managers and internal service partners to support overall account strategy and customer needs
• Coordinate and participate in client meetings and calls as needed
• Prepare and maintain client materials, summaries, and documentation
• Support new client implementations and product additions under the direction of senior team members
• Follow established processes, service standards, and documented procedures
• Identify process improvement opportunities and share feedback with leadership
• Build knowledge of company products, platforms, and service processes
• Participate in required training and development activities
• Demonstrate increasing independence and proficiency as experience is gained

Requirements:

• High school diploma or equivalent required; bachelor’s degree preferred
• Minimum of 3 years of customer service, account management, insurance, or related experience
• Strong written and verbal communication skills
• Ability to manage multiple tasks and priorities in a fast-paced environment
• Strong attention to detail and problem-solving skills
• Proficiency with Microsoft Office tools (Outlook, Excel, Word)

Preferred Skills:

• Experience in group benefits, insurance, or financial services
• Familiarity with customer service systems and workflows
• Prior experience supporting clients, brokers, or internal partners