Account Coordinator; MedInsight

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Leading with our core values of Quality, Integrity, and Opportunity, Med Insight is one of the healthcare industry’s most trusted solutions for healthcare intelligence. Our company purpose is to empower easy, data‑driven decision‑making on important healthcare questions. Through our products, education, and services, Med Insight is making an impact on healthcare by helping to drive better outcomes for patients while reducing waste.

Over 300 leading healthcare organizations have come to rely on Med Insight analytic solutions for healthcare cost and care management.

Med Insight is a subsidiary of Milliman; a global, employee‑owned consultancy providing actuarial consulting, retirement funding and healthcare financing, enterprise risk management and regulatory compliance, data analytics and business transformation as well as a range of other consulting and technology solutions.

The Account Coordinator plays an important role in supporting our Strategic Account Managers by handling the administrative and tactical aspects of account management. This position ensures that client renewals, expansions, and day‑to‑day operations run smoothly, allowing Account Managers to focus on proactive outreach and relationship‑building. If you are detail‑oriented, organized, and motivated to deliver strong client experiences, this role is for you.

You will collaborate closely with Strategic Account Managers, Business Development Executives, and Customer Success teams to help shape and refine Med Insight’s account management processes. This includes developing standardized tools and workflows that drive consistency and efficiency across the organization. In addition, you will monitor adherence to these standards and provide ongoing support to client‑facing teams, ensuring they have the resources and structure needed to execute the overall objectives of the Med Insight Account Executive program.

• Serve as the primary point of contact for internal coordination related to client accounts, ensuring smooth execution of administrative and operational tasks.
• Maintain accurate client records, contracts, and renewal documentation within CRM and other systems, enforcing data entry standards.
• Prepare proposals, quotes, and renewal agreements in collaboration with Account Managers to support client retention and expansion goals.
• Track and monitor key account milestones, deliverables, and timelines to ensure commitments are met.
• Coordinate client meetings, demos, and follow‑ups, including preparing agendas and supporting materials.
• Compile client usage reports and performance metrics to inform Account Managers’ strategic outreach.
• Partner with Business Development Executives and Account Managers to identify and support revenue growth opportunities through expansion, upselling, and cross‑selling Med Insight solutions.
• Develop standardized communication templates and tools to ensure consistent messaging and efficient account management processes.
• Oversee the internal contract documentation process and facilitate clear communication between Account Managers and Finance to support billing and invoicing accuracy.
• Collaborate with Account Managers on strategic planning initiatives for key clients, supporting long‑term growth objectives.
• Identify opportunities to streamline workflows and improve operational efficiency across the account management function.

• Finalize, refine, and periodically review Account Executive and Account Coordinator processes & protocols to ensure consistency and effectiveness across the discipline.
• Help maintain consistency with established standards and document adherence to processes.
• Support Account Executives in maintaining close collaboration and consistent communication with Milliman Consultants to advance One Milliman initiatives.
• Partner with Account Executives to assist with daily tasks & operational needs.
• Manage renewal documentation & contracting processes to ensure accuracy and timeliness.
• Maintain monthly billing for assigned client accounts,…