Account Coordinator – Member Services

Catholic Mutual Group (CMG), established in 1889, is the leading provider of property, liability, and employee benefit coverage and related services for the Catholic Church throughout the United States and Canada. This position is based in Omaha, NE.

About the role

The Account Coordinator provides administrative and customer service support to Account Managers while delivering high-quality service to CMG members. This role involves handling day-to-day service requests, supporting account management activities, and ensuring accurate documentation and communication across multiple systems and stakeholders.

Responsibilities

• Provide administrative and customer service support to Account Managers and members.
• Assist in the preparation of presentations, proposals, and other client materials.
• Issue certificates of insurance and process policy-related changes, including property and vehicle updates.
• Maintain accurate and organized electronic files and documentation.
• Respond to member inquiries and provide timely, professional customer service.
• Support special projects and initiatives as assigned.
• Perform routine office and administrative tasks to support departmental operations.
• Collaborate with team members to ensure efficient service delivery and a positive member experience.

Requirements

• High school diploma required; associate or bachelor’s degree preferred.
• Minimum of two years of customer service or office clerical experience required.
• Prior experience in an insurance agency or related environment preferred.
• Strong verbal and written communication skills with a focus on customer service.
• Detail-oriented with strong organizational and multitasking abilities.
• Proficiency in Microsoft Office Suite and general computer technology.
• Ability to work independently as well as collaboratively within a team environment.

Benefits

• Paid holidays, vacation, and sick leave
• 403(b) retirement plan with company match
• Paid life and AD&D insurance and long-term disability coverage
• Paid job-related continuing education
• Comprehensive medical, dental, and vision insurance
• 36-hour work week with Friday afternoons off
• Flexible scheduling available after 90 days
• Relaxed business casual dress code