11 дней назад
Associate Account Manager (Insurtech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Associate Account Manager (Insurtech): Coordinating client projects, internal service teams, timelines, budgets, billing, and meeting materials for insurance and marketing accounts with an accent on project administration, client communication, and document accuracy. Focus on managing agency workflows, preparing estimates and status reports, and ensuring deliverables are completed on time and within budget.
Location: Farmington, Utah, United States
Company
is an independent distributor of life, health, and wealth insurance products with a strong insurtech focus, supporting independent agents and clients nationwide.
What you will do
- Prepare agendas, discussion documents, conference reports, and action items for client and internal meetings.
- Develop project plans, timelines, status reports, estimates, and other client-facing materials.
- Coordinate workflows between account teams, clients, and internal service departments.
- Support monthly billing, budget monitoring, scope tracking, and profitability activities.
- Review client materials, proof documents and versions, and maintain accurate project information.
- Support promotional planning, new business presentations, and special projects.
Requirements
- 2–4 years of agency experience.
- Basic understanding of marketing and advertising terms and processes.
- Strong organization, project administration, communication, grammar, and spelling skills.
- High proficiency in Word, Excel, PowerPoint, and Adobe documents for markup.
- Strong interpersonal skills and a high standard of accuracy and professionalism.
Culture & Benefits
- Family-like work environment focused on employee support and professional growth.
- Career opportunities within a hyper-growth company.
- Competitive compensation package with benefits for employees and their families.
- Commitment to diversity, equal opportunity, and reasonable accommodations for qualified individuals with disabilities.
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