Account Coordinator, Client Services & CRM
Overview
You will own day-to-day client communication and coordinate service requests for multiple accounts across the Kansas City metro. This temp-to-hire role places you at the center of client operations, where you will manage CRM records, prepare reports, and partner with internal teams to ensure timely follow-up. You will work in a collaborative environment with supportive leadership, gaining exposure to employee benefits, insurance, manufacturing, technology, and business services. The role offers a clear path to Account Management, Client Success, or Client Services leadership roles, with hybrid and onsite options. Your first 90 days will focus on mastering client workflows and becoming a trusted resource for your assigned accounts.
What You'll Do6
- 1Build trusted relationships with assigned clients by managing daily communication and serving as their primary contact
- 2Coordinate service requests, client projects, renewals, onboarding tasks, and account maintenance activities
- 3Prepare accurate reports, proposals, client documentation, and internal updates using Excel and Word
- 4Partner with internal departments to drive timely follow-up and smooth communication across teams
- 5Maintain CRM records, client data, account notes, and related documentation with precision
- 6Resolve client questions, track open items, and enhance the overall client experience
Requirements7
- 11-3 years in a client-facing or account coordinator role, ideally in benefits, insurance, manufacturing, or business services
- 21+ years using CRM software to track client interactions and account details
- 3Proficiency in Microsoft Office Suite, especially Excel and Word for reporting and documentation
- 4Strong organizational skills to manage multiple client requests and prioritize deadlines
- 5Excellent written and verbal communication skills for client and internal coordination
- 6High attention to detail when preparing reports, proposals, and client documentation
- 7Ability to work both hybrid and onsite in the Kansas City metro area
Salary Insight
$68k per year
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