Salesforce expertise anchors this Insurance Support Coordinator position, focused on accurate accounts, responsive service, and sales pipeline support. The work is remote.

As an Insurance Support Coordinator, you will manage client account information and help sales initiatives move forward. You will coordinate with sales, marketing, and client services on onboarding, renewals, and engagement. Your responsibilities include CRM updates, order documentation, customer issue resolution, lead tracking, reporting,



and relationship management.

Key Responsibilities:

• Update client insurance records and maintain CRM accuracy
• Support sales initiatives through lead and pipeline tracking
• Generate reports and analyze account performance trends
• Collaborate on retention and relationship management strategies
• Address inquiries and resolve customer account issues

Requirements:

• Proven project management experience in client support
• Salesforce Cloud proficiency and SaaS platform familiarity
• Knowledge of account management and sales processes
• Ability to manage multiple priorities with attention to detail
• Analytical skills for strategic financial services insights

Apply Salesforce, reporting, sales process, and relationship management skills to strengthen insurance client support and account outcomes.