Administrative Account Specialist

Coterie Advisory Group is a growing Insurance Program Manager specializing in innovative employee benefit solutions. We’re looking for a detail-oriented, customer-focused Administrative Account Specialist who enjoys solving problems, building relationships, and delivering an exceptional client experience.

• 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

• 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

• 2+ years of professional experience

Experience in employee benefits, insurance, or healthcare is a plus—but we’re happy to train someone with the right attitude, organizational skills, and commitment to exceptional service.

• Competitive salary
• Medical/Dental insurance
• 401(k)
• Paid holidays & PTO
• Career growth opportunities
• Collaborative, supportive team culture

If you’re looking for a career where you can make a meaningful impact, grow professionally, and be part of a company that’s on the rise, we’d love to hear from you.