Account Coordinator

📋 Description

• Manage marketing project workflows in Asana (setup, routing, tracking, deadlines).
• Oversee agent marketing activities to ensure on-time start, tracking, and completion.
• Act as subject-matter expert on projects; guide deliverable decisions.
• Assess agent needs, identify opportunities, and recommend expanded support.
• Build strong relationships with agents and stakeholders; set clear expectations.
• Resolve agent escalations with leadership; address issues quickly.
• Maintain accurate data across relevant systems and tools.
• Monitor progress and generate clear reports for stakeholders.
• Ensure reports reflect status, milestones, risks, and delays.

🎯 Requirements

• 3 years in Account Coordination, Marketing Communications in CRE or related industry.
• Strong customer service focused on agent satisfaction.
• Experience with Asana or Jira in a professional setting.
• Strong technical proficiency across digital platforms.
• Self-motivated, adaptable; able to work independently or with others.
• Detail-oriented with a process-improvement mindset.
• Ability to multitask in a high-volume, fast-paced environment.
• Creative, proactive problem solver; navigate complex situations.
• Familiarity with CRE terminology or willingness to learn.

🎁 Benefits

• Medical
• Dental
• Vision
• Accident
• Basic Life /AD&D and Voluntary Life/AD&D
• Short Term & Long Term Disability
• Flexible spending accounts
• Cancer Guardian
• 401(K) Plan
• Deferred Compensation Plan (SVPs, EVPs, Vs, RMs ONLY)
• Wellness Program
• Employee Assistance Program