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.ResponsibilitiesManage and maintain client insurance accounts using CRM systems such as Salesforce Cloud, ensuring data accuracy and timely updatesCoordinate with cross-functional teams including sales, marketing, and client services to support account onboarding, renewals, and ongoing client engagementAssist in order processing and documentation using various order management tools to facilitate smooth transactionsProvide exceptional customer service by addressing client inquiries promptly, resolving issues efficiently, and delivering tailored solutionsSupport sales initiatives by tracking leads, updating opportunity pipelines, and contributing to data-driven decision-making processesCollaborate with internal teams to develop strategies for relationship management and client retentionGenerate reports and analyze data to identify trends, opportunities for growth,



and areas for improvement in customer accountsRequirementsProven experience in project management within a customer service or client support environmentProficiency with Salesforce CRM system (including Salesforce Cloud) and familiarity with SaaS (Software as a Service) platformsStrong knowledge of sales processes, account management, and customer relationship management best practicesExcellent communication skills with the ability to effectively liaise across departments and with clientsDemonstrated ability to handle multiple priorities simultaneously while maintaining attention to detailExperience with Microsoft Office Suite (Word, Excel, PowerPoint) for reporting and documentation purposesAnalytical skills to interpret data for strategic insights and decision-making in financial services or related industriesAbility to work collaboratively in a fast-paced setting while managing internal communication effectivelyJoin 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 hourBenefits:401(k)Paid time offVision insurancePeople with a criminal record are encouraged to applyApplication Question(s):Are you currently employed?Kindly provide an email address to receive updates regarding this job application. double-check for accuracyWork Location: Remote

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