Account Coordinator (MedInsight)

Milliman•Seattle, WA

46d•Remote

About The Position

The Account Coordinator plays an important role in supporting our Strategic Account Managers by handling the administrative and tactical aspects of account management. This position ensures that client renewals, expansions, and day-to-day operations run smoothly, allowing Account Managers to focus on proactive outreach and relationship-building. If you are detail-oriented, organized, and motivated to deliver strong client experiences, this role is for you. You will collaborate closely with Strategic Account Managers, Business Development Executives, and Customer Success teams to help shape and refine MedInsight's account management processes. This includes developing standardized tools and workflows that drive consistency and efficiency across the organization. In addition, you will monitor adherence to these standards and provide ongoing support to client-facing teams, ensuring they have the resources and structure needed to execute the overall objectives of the MedInsight Account Executive program. . These objectives include, but are not limited to: Serve as the primary point of contact for internal coordination related to client accounts, ensuring smooth execution of administrative and operational tasks. Maintain accurate client records, contracts, and renewal documentation within CRM and other systems, enforcing data entry standards. Prepare proposals, quotes, and renewal agreements in collaboration with Account Managers to support client retention and expansion goals. Track and monitor key account milestones, deliverables, and timelines to ensure commitments are met. Coordinate client meetings, demos, and follow-ups, including preparing agendas and supporting materials. Compile client usage reports and performance metrics to inform Account Managers' strategic outreach. Partner with Business Development Executives and Account Managers to identify and support revenue growth opportunities through expansion, upselling, and cross-selling MedInsight solutions. Develop standardized communication templates and tools to ensure consistent messaging and efficient account management processes. Oversee the internal contract documentation process and facilitate clear communication between Account Managers and Finance to support billing and invoicing accuracy. Collaborate with Account Managers on strategic planning initiatives for key clients, supporting long-term growth objectives. Identify opportunities to streamline workflows and improve operational efficiency across the account management function. You will also work with other account management and client services staff, with responsibility for tasks such as renewals, processing/managing contractual requirements with clients, facilitating change request orders, assisting with account receivables, distribution of key client communications, and coordination of client training. The selected candidate will have occasional travel responsibilities. Success in this role requires strong client management, project management, and organizational skills to ensure effective support of MedInsight clients and the continued development of the position within our organization. A solid understanding of the healthcare analytics market is highly desirable and will enhance the candidate's ability to excel. This role is part of the Account Executive team (inside sales and account management) and is designed as a growth opportunity, with the potential to progress into a future Account Executive position—a fully client-facing role over time.

Requirements

Bachelor's Degree or higher in related fields (healthcare) plus at least two years of proven experience in analytics, account management, or other technology solutions.
Ability to effectively manage concurrent projects; strong organizational skills and ability to prioritize tasks with little supervision.
Strong problem solving and analytical skills.
Strong verbal and written communication skills.
Strong presentation skills.
Detailed orientation.
Ability to work independently and within a team environment.
Proven proficiency with Microsoft Office Suite (Word, Excel, PowerPoint).

Nice To Haves

A working knowledge of the healthcare analytics industry.

Responsibilities

Finalize, refine, and periodically review Account Executive and Account Coordinator processes and protocols to ensure consistency and effectiveness across the discipline.
Help maintain consistency with established standards and document adherence to processes.
Support Account Executives in maintaining close collaboration and consistent communication with Milliman Consultants to advance One Milliman initiatives.
Partner with Account Executives to assist with daily tasks and operational needs.
Manage renewal documentation and contracting processes to ensure accuracy and timeliness.
Maintain monthly billing for assigned client accounts, ensuring proper coordination with Finance.
Assist the Account Executive team in developing client presentations and other materials that support client engagement.
Perform additional duties as assigned by the supervisor or as required to meet project team goals and objectives.

Benefits

Medical, Dental and Vision - Coverage for employees, dependents, and domestic partners.
Employee Assistance Program (EAP) - Confidential support for personal and work-related challenges.
401(k) Plan - Includes a company matching program and profit-sharing contributions.
Discretionary Bonus Program - Recognizing employee contributions.
Flexible Spending Accounts (FSA) - Pre-tax savings for dependent care, transportation, and eligible medical expenses.
Paid Time Off (PTO) - Begins accruing on the first day of work. Full-time employees accrue 15 days per year, and employees working less than full-time accrue PTO on a prorated basis.
Holidays - A minimum of 10 paid holidays per year.
Family Building Benefits - Includes adoption and fertility assistance.
Paid Parental Leave - Up to 12 weeks of paid leave for employees who meet eligibility criteria.
Life Insurance & AD&D - 100% of premiums covered by Milliman.
Short-Term and Long-Term Disability - Fully paid by Milliman.