Account Coordinator

Administrative & support services Account coordinator

ACCOUNT COORDINATOR.

colchester, vermont Posted 1 day ago Closes 5/31/2026 Job details Summary Spherion $60,000

• $70,000 per year Permanent 8:00 AM
• 4:30 PM Industry administrative & support services (Office and Administrative Support Occupations) Reference number S_175634 Spherion Vermont is seeking an Account Coordinator, who will have the opportunity to work within our client's Operations department designed to bridge the gap between high-level relationship management and meticulous administrative execution.

Reporting directly to the CEO, this position is responsible for the end-to-end lifecycle of insurance and financial business-from initial application submission to final closing. By acting as a dedicated advocate for high-performing agents and a precise coordinator for new business, the Account Coordinator ensures operational excellence, agent retention, and the successful "push to close" of all pending cases.

Responsibilities:

• Relationship Management:

  Serve as the primary advocate for high-performing agents, maintaining long-lasting relationships through scheduled outreach and proactive "thank you" initiatives to maximize satisfaction.

• Case Management & Execution:

  Manage the full "push to close" process for new business, including reviewing applications for accuracy, tracking medical/underwriting requirements, and troubleshooting compensation discrepancies. ...

• Strategic Growth Support:

  Identify cross-selling and upselling opportunities for agents while developing and tracking quarterly sales incentives and proprietary credit programs.

• Operational Documentation:

  Maintain precise records in RedTail CRM and Docupace, documenting all communication logs, case statuses, and financial data to ensure transparency.

•

Reporting & Analysis:

Prepare comprehensive production reports and large-case insights for the senior management team to assist in Sim 3 management meetings and staff incentive tracking.

Working hours:

8:00 AM

• 4:30

PM Skills:

• CRM Proficiency:

  Advanced experience navigating and maintaining data integrity within RedTail CRM and the NLG/Docupace portals.

• Incentive Management:

  Experience in designing, tracking, and promoting sales competitions and agent proprietary credits for incentive trips.

• Strategic Troubleshooting:

  Ability to resolve complex agent issues regarding charge-backs, commission exceptions, and large-case bottlenecks.

• Advanced Training Delivery:

  Comfort in conducting training sessions for agents on business processes, new product offerings, and digital paperwork requirements.

•

Financial Services Insight:

Deep understanding of the life insurance underwriting process, including APS (Attending Physician Statement) monitoring and medical requirements.

Education:

Associate Experience:

4-7 years

Qualifications:

• Business Processing:

  Proven ability to review and process new business submissions accurately between agents and home offices/broker-dealers.

• Communication Excellence:

  Strong verbal and written skills for conducting scheduled follow-up calls and providing case status updates to agents twice weekly.

• Project Coordination:

  High level of organizational skill to manage "Large Case" tracking and ensure all business is moved to "Paid" status efficiently.

• Administrative Accuracy:

  Exceptional attention to detail in reviewing applications for omissions, incorrect signatures, or missing regulatory information.

•

Adaptability:

Ability to balance high-level account advocacy with essential operational support, including front-desk backup and event assistance. today for immediate consideration! Spherion has helped thousands of people just like you find work happiness! Our experienced staff will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temp-to-perm or direct hire opportunities, no one works harder for you than Spherion.

Equal Opportunity Employer:

Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status. At Spherion, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact Callcenter@spherion.com. Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Spherion offers a comprehensive benefits package, including: medical, prescription, dental, vision, AD&D, and life insurance offerings, short-term disability, and a 401K plan (all benefits are based on eligibility). Show more key responsibilities

• Relationship Management:

  Serve as the primary advocate for high-performing agents, maintaining long-lasting relationships through scheduled outreach and proactive "thank you" initiatives to maximize satisfaction

• Case Management & Execution:

  Manage the full "push to close" process for new business, including reviewing applications for accuracy, tracking medical/underwriting requirements, and troubleshooting compensation discrepancies

• Strategic Growth Support:

  Identify cross-selling and upselling opportunities for agents while developing and tracking quarterly sales incentives and proprietary credit programs

• Operational Documentation:

  Maintain precise records in RedTail CRM and Docupace, documenting all communication logs, case statuses, and financial data to ensure transparency

• Reporting & Analysis:

  Prepare comprehensive production reports and large-case insights for the senior management team to assist in Sim 3 management meetings and staff incentive tracking. experience 4-7 years skills

• CRM Proficiency:

  Advanced experience navigating and maintaining data integrity within RedTail CRM and the NLG/Docupace portals

• Incentive Management:

  Experience in designing, tracking, and promoting sales competitions and agent proprietary credits for incentive trips

• Strategic Troubleshooting:

  Ability to resolve complex agent issues regarding charge-backs, commission exceptions, and large-case bottlenecks

• Advanced Training Delivery:

  Comfort in conducting training sessions for agents on business processes, new product offerings, and digital paperwork requirements

• Financial Services Insight:

  Deep understanding of the life insurance underwriting process, including APS (Attending Physician Statement) monitoring and medical requirements. qualifications

• Business Processing:

  Proven ability to review and process new business submissions accurately between agents and home offices/broker-dealers

• Communication Excellence:

  Strong verbal and written skills for conducting scheduled follow-up calls and providing case status updates to agents twice weekly

• Project Coordination:

  High level of organizational skill to manage "Large Case" tracking and ensure all business is moved to "Paid" status efficiently

• Administrative Accuracy:

  Exceptional attention to detail in reviewing applications for omissions, incorrect signatures, or missing regulatory information

•

Adaptability:

Ability to balance high-level account advocacy with essential operational support, including front-desk backup and event assistance. education Associate share this job. send via e-mail print it Get in touch. We are here to help you with your questions. WP Wright, PJ pjwright@spherion.com