Amwins · 1 week ago
REMOTE - Relationship Coordinator/Administrative Assistant
United States
Full-time
Remote
Senior Level
$25/hr - $30/hr
5+ years expAmwins is a nationally licensed Commercial Insurance Wholesaler and Program Administrator specializing in insurance solutions for homeowners associations and small business owners. The Relationship Coordinator/Administrative Assistant will support customer requests, assist the Leadership team, and manage CRM data, while ensuring strong communication and collaboration with agents and internal staff.
Insurance
Responsibilities
Answer phones by the second ring (within a team ring group)
Respond timely to questions from agents or brokers via shared mailbox in a professional manner. This includes questions on system access, account and user change processes, and other support related questions
Build and maintain strong rapport with agents, brokers, insurance carriers, and internal staff
Escalate complex issues to appropriate teams with clear communication
Coordinate and execute Agency Information Management and data integrity, including updating agent information in Salesforce, managing user and account changes, and ensuring compliance documentation is up to date
Daily tasks driven by dashboards and specific task and case assignments as well as requests submitted by email
Organize and maintain electronic files, including maintaining accurate records of operational procedures and ensuring compliance with internal policies and external regulations
Coordinate and make reservations for Leadership team meetings, business travel, conferences, and company events (including venues, transportation, and accommodations as needed)
Conduct research as requested by the Leadership team, including gathering information on vendors, industry trends, event locations, and other topics to support strategic decision-making
Provide administrative support for special projects and initiatives led by the Leadership team
Handle other projects and duties as assigned, displaying adaptability and strong collaboration skills
Coordinate and execute the Agent onboarding process, ensuring all documentation is received and compliant
Work with agencies and the Tech Team to complete Book of Business/Broker Transfer processes
Data Clean up Projects
Qualification
Required
Experience with phone and email customer service
Ability to communicate in a professional manner to external and internal contacts
Adaptability to changes in processes
Answer phones by the second ring (within a team ring group)
Respond timely to questions from agents or brokers via shared mailbox in a professional manner
Build and maintain strong rapport with agents, brokers, insurance carriers, and internal staff
Escalate complex issues to appropriate teams with clear communication
Coordinate and execute Agency Information Management and data integrity
Update agent information in Salesforce
Manage user and account changes
Ensure compliance documentation is up to date
Daily tasks driven by dashboards and specific task and case assignments
Organize and maintain electronic files
Maintain accurate records of operational procedures
Ensure compliance with internal policies and external regulations
Coordinate and make reservations for Leadership team meetings, business travel, conferences, and company events
Conduct research as requested by the Leadership team
Provide administrative support for special projects and initiatives led by the Leadership team
Handle other projects and duties as assigned
Coordinate and execute the Agent onboarding process
Work with agencies and the Tech Team to complete Book of Business/Broker Transfer processes
Experience with RingCentral or other SaaS phone system (Teams)
Proficient in Microsoft Office programs (Microsoft Suite: Outlook, Word, Excel, Teams)
Ability to learn new computer applications
Excellent organization skills and attention to detail
Experience with Salesforce or other CRM system
Strong teamwork skills
Ability to multi-task and actively manage/prioritize workloads in a high-volume environment
Minimum of 5 years customer service and/or sales experience
Preferred
2-year college degree
Insurance industry experience
Benefits
Medical
Dental
Vision
FSA
401K with match
LTD
Life Insurance
AD&D
EAP
Employer-sponsored training and professional development
Company
Amwins
Amwins is the largest wholesale distributor of specialty insurance products and services in the U.S.
5001-10000 employees
H1B Sponsorship
Amwins has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (3)
2023 (2)
2021 (4)
2020 (2)
Funding
Current Stage
Late StageLeadership Team
Scott Purviance
Chief Executive Officer
Darin Stafford
Chief Financial Officer
Recent News
The Business Journals
2024-04-25
Insurance Business America
2024-04-25
2024-04-25
Company data provided by crunchbase