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.
What You'll Do 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
What We’re Looking For 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
Preferred Qualifications 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.
Why Coterie? 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.

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