Administrative Assistant - Accounts

With roots dating back to the 1800s, our Customer is a global professional services firm HQ’d in New York City with businesses in insurance brokerage, risk management, reinsurance services, talent management, investment advisory, and management consulting. Today, they are a unique group of businesses with many enduring competitive advantages. Among them are the quality of their colleagues, deep client relationships, vast global footprint, depth of intellectual capital, and cohesive and collaborative culture.

We are seeking a Client Engagement Coordinator on a contract basis to support our Customer’s business needs. This role is hybrid in Louisville, KY.

Responsibilities:

• Assists with the account work for a large team of Sales Professionals by supporting transactions for complex or high-yield accounts.
• Communicates frequently with agents, brokers, account representatives, and internal stakeholders and independently drafts and sends correspondence for circulation.
• Maintains the account management system and software, ensures all posted information is accurate and timely, and is accountable for the overall functionality and performance of the system for team use.
• Completes all filings and documentation necessary for account work and compliance purposes in accordance with Company standards and coordinates with internal and external stakeholders to acquire necessary information or documentation to complete filings and processing.
• Independently coordinates and organizes large ad-hoc or recurring events, including managing communications, creating the agenda, logistics, and managing a budget.
• Drafts and reviews presentations or deliverables for account work to ensure all content is accurate, appropriately relayed, and addresses all necessary topics or concerns.
• Conducts and collects satisfaction surveys for all existing team accounts and develops reports to relay results to the Sales Professionals.
• Responsible for accounting matters, reconciles Accounts Receivable with Accounting differences, and follows up on all accounting-related gaps or issues until they are resolved.

Skills and Qualifications:

• BS/BA
• Experience in sales support, account management, or administrative coordination.
• Strong communication skills, both written and verbal

We offer a competitive salary range for this position. Most candidates who join our team are hired at the median of this range, ensuring fair and equitable compensation based on experience and qualifications.

Contractor benefits are available through our 3rd Party Employer of Record (Available upon completion of waiting period for eligible engagements) Benefits include: Medical, Dental, Vision, 401k.

An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.