Insurance CRM & Customer Relations Coordinator
Franklinagent
State Farm is seeking a Customer Relations Coordinator to manage client communication, lead follow-up, and appointment setting from initial contact through onboarding. You will collaborate with the sales team to ensure a fast, professional customer experience and maintain accurate pipeline data for smooth operations. The role requires strong organizational skills, proactive outreach, and a customer-first approach in a busy agency environment in Indiana. #J-18808-Ljbffr Franklinagent
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Insurance CRM & Customer Relations Coordinator in Brooklyn, NY vacancy
- Join RenoDFW as a Customer Success Coordinator and be the voice of our company. You'll ensure every client has... ...completion Maintain accurate records in CRM system Requirements 2+ years in customer service or client relations Excellent verbal and written communication...CRMWork at office
$3,800 - $4,400 per month
...Customer Care Manager - State Farm Agent Team Member... ...Free uniforms Health insurance Paid time off Vision insurance... ..., and policy reviews. Coordinate and follow up on... ...questions, and other policy-related items, working with... ...management systems, CRM systems, Microsoft...CRMFull timeWork at officeLocal areaRemote workWork from homeJesse Torres
Brooklyn, NY3 days ago$20 - $25 per hour
...Fireplace & Chimney is seeking a full-time Customer Care Coordinator to join our busy Administrative team!... ...Skills / Abilities Proven Customer Relation Skills - Positive & professional... ...data and scheduling information into a CRM system Appropriately document appointments...CRMHourly payFull timeWork at officeLocal areaWork from homeMonday to Friday- ...Customer Success Coordinator page is loaded## Customer Success Coordinatorremote type: Remotelocations:... ...degree in business, communications, or a related field.* Minimum 1 year of experience... ...business is a plus.* Familiarity with CRM platforms (Salesforce preferred).**We...CRMLocal areaRemote work
Wiley & Sons, Inc.
Brooklyn, NY3 days ago $50k
## Customer Service CoordinatorApply: TX Southwest: Full time: Posted 2 Days Ago: R-10075... ...Job Description:**Title: Customer Service Coordinator Salary: $50,000 + benefits... ...accurate interaction records in WAVE and/or CRM · Identify customer needs through strategic...CRMFull timeEducational Data Systems Inc
Brooklyn, NY2 days ago- ...an alternative application process. Customer Experience Coordinator Full Time Hot Springs, AR, US The Customer... ..., order details, service notes, and related documentation. Customer Experience:... ...proficiency with Microsoft Excel, CRM systems, order management tools, and...CRMFull time
First Class Air Company
Brooklyn, NY4 days ago - ...Asset Management Boston Finance Insurance Publicly Traded Angel Investment... ...financial services, capital markets, fintech, or related fields, and a proven track record in... ...also requires a strong understanding of CRM, client intelligence, and relationship management...CRM
- RenoDFW seeks a Customer Success Coordinator to be the voice of the company. You will serve as the main contact for clients from inquiry to project... ...emphasizes timely communication, meticulous record-keeping in CRM, and a proactive approach to addressing questions and...CRMWork at office
- ...selling into healthcare, real estate, fintech, insurance, manufacturing, legal and enterprise software... ...- Work with marketing, product and customer success to land and expand accounts - Forecast accurately and keep CRM data up to date - In Founding AE roles: help...CRMRemote work
- ...American manufacturer, apply today. CUSTOMER SERVICE COORDINATOR Valley Craft Industries is looking for... ...customer management database Perform other related duties as assigned QUALIFICATIONS... ...daily work style Experience with ERP/CRM systems; Epicor is a plus but not...CRMWork at office
- ...Farmington, NM. You will build and maintain relationships with insurance and state-funded clients, engage with referral partners, and present... ...payers. The role requires travel within the region and strong CRM documentation. Qualified candidates have 2+ years in sales/...CRM
- Customer Success Coordinator - 20/20 Custom Molded Plastics, Holiday City, Ohio 20/20 Custom Molded Plastics... ..., advanced Excel skills; HUBSPOT, CRM software Self-driven Must be accurate... ...Capable of effectively managing job-related stress and fostering productive workplace...CRM
$21.19 - $25.43 per hour
...application process. Account Coordinator Client Relations Coordinator We focus on... ...for your family's medical insurance and provide 20 days of paid... ...is to provide exceptional customer service and ensure smooth communication... ...and case details in CRM (Salesforce). Assist in...CRMHourly payFull timeWork at officeAAF Hawaii
Brooklyn, NY19 hours ago$170k - $215k
...Account Executive | Insurance, Healthcare & Financial Services | Hybrid: Jersey City, NJ Please note: ONLY US CITIZENS MAY APPLY... ...content • Keep a disciplined HubSpot pipeline. If it isn't in the CRM, it didn't happen. • Travel as needed to close What you bring...CRMWork at officeNight shiftTalent Corner HR Services Pvt Ltd
Jersey City, NJ3 days ago$15 - $20 per hour
...Member Full Time in Stockbridge - GA Health insurance Paid time off Vision insurance 401(k)... ...s public image and cultivates existing customer relations. Your cross-functional campaigns will... ...skills; proficiency in using CRM software. Basic understanding of insurance...CRMHourly payFull time- ...leads, establishing productive customer relationships, building, and... ...Engineering Dept. through CRM. Partnering with project management... ..., Engineering, or related field (Technical preferred).... ...dental programs, as well as life insurance, a generous paid time off program...CRMWork at office
Pro Mach
Staten Island, NY2 days ago - ...an alternative application process. Customer Service Representative Holmdel, NJ, US... ...Heathos is transforming the healthcare insurance landscape through a connected, data-... ...review information in our customer relations management (CRM) system. Escalate calls to different...CRMWork at office
- ...organized and making sure our customers are taken care of. We're... ...strong plus. Experience with CRM, scheduling, accounting, or other... ...customer service. Help coordinate jobs, crews, appointments,... ...customers, field employees, insurance representatives, and management...CRMFull timeWork at officeMonday to Friday
ServiceMaster Restore 9169 - Valley Stream
Valley Stream, NY2 days ago - ...Leading organizations in financial services, insurance, government, healthcare, and legal rely... ...activity, stages, and notes in the CRM (SalesFlow). Mine and re‑engage existing... ..., sales development, lead generation, or customer‑facing role, or a proven track record and...CRM
$90k - $220k
...as paid time off, healthcare insurance, and parental leave. The company... ...quota Identify prospective customers, generate and convert leads... ...needs and sell solutions Coordinate the sales process with marketing... ...customer details in our CRM, HubSpot Partner with Marketing...CRMLive inWork at officeRemote workFlexible hours$200k
...disruptor of services towards the legal & insurance industries. Formed out of demand, and... ...Responsibilities Drive direct sales to new law firm customers. (large and medium US law firms) Working... ...attainment B2B selling track record. CRM, Microsoft Office, web presentation...CRMWork at officeRemote work- This role sits within Dscout’s Customer Success team, owning a portfolio of mid-market accounts on a... ...anthropology, sociology, market research, or a related field (or equivalent experience). Strong communication skills, CRM experience such as Salesforce, and experience...CRM
- ...solutions that transform the life insurance, financial services, and... ...Responsibilities The Principal Customer Success Manager oversees the... ...friction points, designs coordination structures (e.g., joint steering... ...health scoringmodels, defining CRM data standards and workflows,...CRMWork at office
- OEC Shop is seeking a Customer Success Specialist to build and maintain relationships within a defined territory, educate customers on solutions... ...personnel, identifying at-risk customers, and leveraging CRM for engagement and outcomes. #J-18808-Ljbffr Sweeping Corporation...CRM
- ...Appel is an independent, Indianapolis-based insurance agency with deep roots, a strong... ...agency management system Review Account Coordinator work for accuracy and adherence to procedures... ...designations such as CIC, CPCU, CRM, CISR, or ARM preferred Insurance is what...CRMWork at office
$120k - $130k
...Manufacturing Sales and Customer Service Manager (... ...Medical, dental, and vision insurance 401(k) with company... ...customer support, and coordinate closely with our... ...Experience using ERP and CRM systems and Microsoft... ...Operations, Engineering, or a related field is preferred....CRMFull timeContract workWork at officeDay shift- Mary Kay Inc. is seeking a Supervisor for Customer Success Interaction Services in the United States. The role leads a high-volume, multi... ...center or management, strong leadership, and deep knowledge of policies, CRM tech, and service operations. #J-18808-Ljbffr Mary Kay Inc.CRMShift work
- ...and schedule appointments for agents. You will promote State Farm insurance products, qualify leads, and maintain a lead database with a... ...professional, courteous approach. The role emphasizes outbound calling, CRM usage, and meeting targets while providing growth potential and...CRMPart timeFlexible hours
- ...Responsible to: Director of Commercial Insurance Job Summary: The Commercial... ...Client Relationship Manager (CRM) with maintaining client... ...Excellent interpersonal and customer service skills. Excellent... ...Microsoft Office Suite or related software. Requirements Education...CRMFull timeWork at office
- Heathos is seeking a Customer Service Representative in Holmdel, NJ to handle inbound member, provider, and agent inquiries and to review information in our CRM system for accurate case handling. You will escalate calls per standard procedures, organize daily activities...CRMWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Insurance CRM & Customer Relations Coordinator. Be the first to apply!
Related searches
- customer experience team leader Brooklyn, NY
- customer success coordinator Brooklyn, NY
- customer service coordinator Brooklyn, NY
- customer service team manager Brooklyn, NY
- customer service team lead Brooklyn, NY
- customer experience lead Brooklyn, NY
- customer success team lead Brooklyn, NY
- customer success lead Brooklyn, NY
- senior dynamics crm developer Brooklyn, NY
- crm consultant Brooklyn, NY