Account Coordinator

Updated on: 25 Aug 2020
25 Aug 2020 1 months, 35 hrs/wk
Brentwood, CA 94513, United States

Our fast-growing insurance agency is in need of an experienced Account Coordinator to take over management of all accounts under medical equipment umbrella. The successful candidate will have strong interpersonal and leadership skills as well as a proven track record of success in the medical equipment . We’re looking for a professional with a keen interest in furthering client interaction and developing a roster of accounts over the next several years. Applicants interested in a long-term relationship will receive top priority in the selection process.


  • Evaluate book of business accounts and update any entries as necessary
  • Reach out to existing accounts and inquire about overdue payments
  • Use company resources effectively to grow the business without adding too much expense to the bottom line
  • Set and achieve retention goals for assigned accounts
  • Practice effective sales management techniques
  • Follow up with clients before and after work in completed
  • Generate and follow up on business leads


  • Bachelor’s Degree in Business Administration or similar field
  • At least three years of account coordination or management experience
  • Experience with customer management accounts preferred
  • Proven track record of above-average client retention results
  • Excellent communication skills and marketing knowledge
  • Experience working with resources of more than $1 million
  • Advanced sales management skills
  • Advance Quickbooks 
  • Advance excel 
  • CRM

Desired skills

Excel / Data Entry
Accounting / Bookkeeping

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