The Client Account Coordinator supports Account Managers by helping ensure client satisfaction through timely communication, project tracking, and administrative support. This role is responsible for investigating, analyzing, client specific problems.  Works closely with client experience, project management, IT, and sales teams to create professional, accurate, consistent documentation The Client Account Coordinator must uphold high standards of quality and consistency across all deliverables, maintaining accountability for excellence in execution.  This position is a full-time, local hybrid role in our Grapevine Texas office.

Your Impact

• Managing changes in school deliverables from year to year for assigned schools.
• Provide Quality assurance for client deliverables, both online and print.
• Quality check on websites to ensure that websites match school website information and appropriate links.
• Serve as a liaison between internal teams and CAMs, assisting in day-to-day account communication.
• Maintain daily reporting and tracking for communication and documentation.
• Support billing and invoicing processes as needed.
• Coordinate and facilitate meetings with CAMs to clarify specific requirements regarding their client needs.
• Post Season clean-up, which consists of lessons learned, root cause analysis and updating documentation as needed.

Successful Candidate Will Have

• Bachelor’s degree, Business, or related field (or equivalent experience)
• 3-5 years in a client-facing or administrative role
• 3-5 years of education industry experience preferred
• Background in health insurance a plus
• PC proficiency in Microsoft Word, Excel, PowerPoint, and Outlook
• SharePoint, Zendesk and Smartsheet experience preferred but not required

Risk Strategies is the 9th largest privately held U.S. brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. With more than 30 specialty practices, Risk Strategies serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets. Risk Strategies is an Accession Risk Management Group company, with over 200 offices and more than 5,000 employees across the U.S. and Canada.

Our industry recognition includes being named a Great Place to Work, Best Places to Work in Insurance, and on the Inc. 5000 list as one of America’s Fastest Growing Private Companies. We are committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues.

Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Learn more about working at Risk Strategies by visiting our careers page: www.risk-strategies.com/careers.

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