Associate Large Market Consultant - Insurance Industry
About The Position
Join a nationally recognized provider of employee benefits and financial protection solutions that partners with organizations across the country to support their workforce. This organization is known for its collaborative culture, commitment to employee development, and long-term career growth opportunities. Due to continued growth and seasonal demand, the team is expanding and looking for motivated professionals who want to build a career in account management and client support. We are seeking an organized, driven, and detail-oriented professional to support a team of Account Managers responsible for onboarding and managing large client relationships. This is an excellent opportunity for someone looking to grow their career in Account Management, Client Services, Project Coordination, or Sales Support. In this role, you will partner directly with experienced Account Managers, assisting with multiple client projects, coordinating activities, managing data, attending meetings, and ensuring a smooth onboarding experience for customers. You will receive comprehensive training and ongoing mentorship while gaining exposure to client relationship management and project execution.
Requirements
- 1+ year of professional work experience (internship experience may also be considered)
- Previous experience in Account Management, Customer Service, Project Coordination, Sales Support, or Client Services
- Strong Microsoft Excel skills, including data analysis and reporting
- Excellent verbal and written communication skills
- Proven organizational and time management abilities
- Ability to manage multiple priorities in a fast-paced environment
- Strong attention to detail and problem-solving skills
- Comfortable participating in meetings and communicating with internal and external stakeholders
Nice To Haves
- Salesforce or other CRM systems
- Project coordination, account support, operations, marketing, or customer success
- Experience working with large datasets and reporting tools
- Demonstrated ability to collaborate across teams and departments
- Self-starter with a positive, proactive attitude
- Strong desire to learn and grow professionally
- Highly organized and dependable
- Comfortable asking questions and seeking solutions
- Team-oriented with excellent relationship-building skills
- Able to thrive in a deadline-driven environment
Responsibilities
- Support Account Managers with onboarding and implementation projects
- Manage multiple projects and timelines simultaneously
- Attend client and internal meetings, take notes, and track action items
- Analyze and maintain data using Excel, including VLOOKUPs and Pivot Tables
- Assist with client communications and project coordination
- Update and maintain information in Salesforce CRM
- Work cross-functionally with internal teams to ensure project success
- Monitor project deadlines and help keep deliverables on track
- Provide exceptional customer support and service throughout the client lifecycle
Benefits
- Medical, Dental, and Vision Insurance
- 401(k) Retirement Plan
- Life Insurance
- Short-Term and Long-Term Disability Coverage
- Health Savings Account (HSA)
- Employee Assistance Program (EAP)
- PTO, Vacation, and Sick Leave (where applicable)
- Additional Voluntary Benefits
- Critical Illness, Accident, and Hospital
- Transportation benefits
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
