Practice Operations Coordinator

Responsibilities

• Act as the primary liaison with insurance carriers, handling applications, underwriting follow-ups, and policy service.
• Monitor and track client service tasks and business opportunities, ensuring they are assigned to and completed by the appropriate team members.
• Support marketing initiatives, including content preparation, campaign coordination, and event logistics.
• Manage Salesforce/CRM processes, including data integrity, workflows, reporting, and task assignments.
• Cook up and distribute client communications, statements, and other materials as needed.
• Identify opportunities to improve internal processes and enhance the client experience.

Requirements

• Bachelor’s degree in business, finance, marketing, or related field preferred.
• 2+ years of experience in financial services, insurance, operations, or marketing support.
• Familiarity with insurance products and casemanagementa plus.
• Proficiencyin Salesforce (or comparable CRM), Microsoft Office, and marketing tools.
• Strong organizational skills, attention to detail, and ability to manage multiple priorities.
• Excellent written and verbal communication skills.
• Team-oriented mindset with the ability to coordinate and hold others accountable.

Pay

USD $40,000.00 - USD $100,000.00 /Yr.