We are seeking a dynamic and detail-oriented Insurance Support Coordinator to join our team. In this vital role, you will serve as the primary point of contact for managing client insurance accounts, supporting sales initiatives, and ensuring seamless communication across departments. Your proactive approach and strong organizational skills will drive customer satisfaction, foster long-term relationships, and contribute to the overall success of our client service and sales efforts. This position offers an exciting opportunity to work within a fast-paced environment where your expertise in project management, CRM systems, and customer relationship management will make a meaningful impact.

Responsibilities

Manage and maintain client insurance accounts using CRM systems such as Salesforce Cloud, ensuring data accuracy and timely updates

Coordinate with cross-functional teams including sales, marketing, and client services to support account onboarding, renewals, and ongoing client engagement

Assist in order processing and documentation using various order management tools to facilitate smooth transactions

Provide exceptional customer service by addressing client inquiries promptly, resolving issues efficiently, and delivering tailored solutions

Support sales initiatives by tracking leads, updating chance pipelines, and contributing to data-driven decision-making processes

Collaborate with internal teams to develop strategies for relationship management and client retention

Generate reports and analyze data to identify trends, opportunities for growth, and areas for improvement in customer accounts

Requirements





Proven experience in project management within a customer service or client support environment

Proficiency with Salesforce CRM system (including Salesforce Cloud) and familiarity with SaaS (Software as a Service) platforms

Strong knowledge of sales processes, account management, and customer relationship management best practices

Excellent communication skills with the ability to effectively liaise across departments and with clients

Demonstrated ability to handle multiple priorities simultaneously while maintaining attention to detail

Experience with Microsoft Office Suite (Word, Excel, PowerPoint) for reporting and documentation purposes

Analytical skills to interpret data for strategic insights and decision-making in financial services or related industries

Ability to work collaboratively in a fast-paced environment while managing internal communication effectively

Join us as an Insurance Support Coordinator if you’re passionate about delivering outstanding client experiences through proactive support, strategic collaboration, and innovative problem‑solving. Your expertise will help shape our success story while advancing your career in a vibrant organization dedicated to excellence.

Pay: $25.48 - $30.68 per hour

Benefits:

401(k)

Paid time off

Vision insurance

People with a criminal record are encouraged to apply

Application Question(s):

Are you currently employed?

Kindly provide an email address to receive updates regarding this job application. double-check for accuracy

Work Location: Remote

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📌 Insurance Support Coordinator (Alberta)
🏢 Titan Edge Global
📍 Alberta