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We are seeking a detail-oriented, proactive Renewal Coordinator to manage and streamline our renewal process. This position will serve as a primary point of contact for brokers and clients during the end-to-end renewal process.
Job Responsibility:
Monitor upcoming renewals and proactively follow-up with clients
Prepare and deliver renewal quotes and agreements in a timely manner
Coordinate with the renewal manager, software engineers and account management to ensure a smooth renewal process from end to end
Track and manage the renewal pipeline using CRM tools (HubSpot)
Address customer questions or concerns regarding renewal terms, pricing, and service levels
Work directly with the Renewal Manager to proactively identify risks to renewal
Maintain accurate records of renewal status and performance metrics
Implement renewal groups once an agreement is reached
Improve and streamline the renewal process based on client and team feedback
Requirements:
Associate’s or bachelor’s degree in Business, Communications, or a related field
1–3 years of experience in client service, sales, account management, or a similar role
Excellent verbal and written communication skills
Strong attention to detail and time management
Comfortable working on multiple projects
Team player with a client-centered approach
Nice to have:
Knowledge of the health insurance industry
Basic understanding of contract terms and pricing structures
Familiarity with Excel or Google Sheets for data analysis
Familiarity with ZenDesk for communication management
Familiarity with the CRM HubSpot
What we offer:
Competitive compensation and stock options
100% company-paid comprehensive health, vision & dental insurance for you and your dependents
Supplemental Life, AD&D and Short-Term Disability coverage options
Discretionary time off
Relocation assistance
Paid parental leave and flexible return to work policy