Account Coordinator job summary
A good job description starts with an attention-grabbing summary of the position and its role within your company. Your summary should provide an overview of your company and expectations for the position. Outline the types of activities and responsibilities required for the job so job seekers can determine if they are qualified, or if the job is suitable for them.
Example of an Account Coordinator job summary
Our fast-growing insurance agency is in need of an experienced Account Coordinator to take over management of all accounts under the life insurance domain. The successful candidate will have strong interpersonal and leadership skills as well as a proven track record of success in the insurance agency. We’re looking for a professional with a keen interest in furthering client interaction and developing a roster of accounts over the next several years. Applicants interested in a long-term relationship will receive top priority in the selection process.
Account Coordinator responsibilities and duties
The responsibilities and duties section is the most important part of the job description. Here you should outline the functions this position will perform on a regular basis, how the job functions within the organization and the title of the manager the person will report to.
- Evaluate book of business accounts and update any entries as necessary
- Reach out to existing accounts and inquire about their changing insurance needs
- Use company resources effectively to grow the business without adding too much expense to the bottom line
- Set and achieve retention goals for assigned accounts
- Practice effective sales management techniques
- Follow up with clients who express concerns, complaints or issues
- Generate and follow up on business leads
Account Coordinator qualifications and skills
Next, outline the required and preferred skills for your position. This may include education, previous job experience, certifications and technical skills. You may also include soft skills and personality traits that you expect from a successful candidate. While it may be tempting to include a long list of skills and requirements, including too many could dissuade qualified candidates from applying. Keep your list of qualifications concise, but provide enough detail with relevant keywords and terms.
- Bachelor’s Degree in Business Administration or similar field
- At least three years of account coordination or management experience
- Experience with insurance accounts preferred
- Proven track record of above-average client retention results
- Excellent communication skills and marketing knowledge
- Experience working with resources of more than Rs.1 million
- Advanced sales management skills
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