Client Onboarding & Admin Specialist – Benefits

Coterie Advisory Group, Inc.; Phoenix (AZ); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Medical/Dental insurance

401(k)

Paid holidays & PTO

Career growth opportunities

Collaborative, supportive team culture

Job summary

Coterie Advisory Group, Inc. is seeking an Administrative Account Specialist to manage new client implementations and onboarding in Phoenix, AZ. You will coordinate with brokers, carriers, TPAs, and vendor partners to ensure a smooth client experience.

The role requires strong organizational and communication skills, with a focus on delivering exceptional service. Proficiency in Excel and the Microsoft Office suite is essential, and a proactive, collaborative attitude is valued.

Qualifications

• Highly organized with exceptional attention to detail.
• Strong communication and customer service skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Self-motivated, proactive, and collaborative.
• Strong Microsoft Office skills, especially Excel.

Responsibilities

• Manage new client implementations and onboarding.
• Coordinate with brokers, carriers, TPAs, and vendor partners.
• Prepare reports and analyze data using Excel.
• Resolve client service issues with professionalism and urgency.
• Help improve processes and enhance the client experience.

Skills

Attention to detail

Communication skills

Customer service

Multi-tasking

Collaborative

Self-motivated

Proactive

Tools

Excel

Microsoft Office

Job description

Coterie Advisory Group, Inc. is seeking an Administrative Account Specialist to manage new client implementations and onboarding in Phoenix, AZ. You will coordinate with brokers, carriers, TPAs, and vendor partners to ensure a smooth client experience.

The role requires strong organizational and communication skills, with a focus on delivering exceptional service. Proficiency in Excel and the Microsoft Office suite is essential, and a proactive, collaborative attitude is valued.