Pipeline Support Coordinator

Clear Blue Insurance Services Puerto Rico LLC • Charlotte, NC

4d

About The Position

The Pipeline Support Coordinator provides data entry and administrative support for new business onboarding and due diligence activities. The role maintains pipeline records, updates onboarding applications, documents meeting discussions, prepares and distributes meeting notes, and assists with administrative activities supporting the implementation and launch of new business programs.

Requirements

• Bachelor's degree from an accredited college or university.
• Exceptional attention to detail and commitment to maintaining accurate records, documentation, and system updates.
• Strong organizational and time management skills, including the ability to manage multiple tasks and competing priorities.
• Proficiency in Microsoft Office applications, including Outlook, Word, Excel, and Teams.
• Ability to learn and effectively navigate multiple databases, applications, and document management systems.
• Strong written communication skills and ability to prepare professional meeting notes, summaries, and documentation.
• Strong interpersonal skills and ability to collaborate with cross-functional teams and stakeholders.
• Ability to follow established processes while maintaining accuracy, consistency, and accountability.
• Self-motivated, with the ability to work independently and exercise sound judgment when handling assigned responsibilities.
• Professionalism and discretion when handling confidential or sensitive information.

Nice To Haves

• Bachelor's degree in Business Administration, Risk Management and Insurance, Finance, Management, Communications, Information Systems, or a related field.
• One or more years of experience in administrative support, data entry, operations support, customer service, onboarding support, or a related role.
• Experience working with databases, CRM systems, document management systems, or other business applications.
• Experience maintaining records, preparing documentation, or supporting business processes that require a high degree of accuracy.
• Experience taking meeting notes, preparing summaries, or supporting reporting and administrative activities.

Responsibilities

• Maintain and update pipeline records and supporting documentation for new business opportunities, ensuring information remains accurate, complete, and current throughout onboarding and launch.
• Attend weekly Pipeline and Prospect Review meetings, take detailed notes, and update pipeline and onboarding records based on discussions and status updates.
• Prepare and distribute meeting notes, action item summaries, and onboarding-related documentation in a timely manner.
• Provide administrative support to Project Leads and onboarding stakeholders for new business onboarding and launch activities.
• Support reporting and operational tasks related to pipeline management, onboarding, and due diligence.

What This Job Offers

• Job Type: Full-time