Account Management & Renewals Coordinator at Michael Sullivan & Assoc
United States
$0.029k - $0.035k
<p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;font-size:16px;font-family:"Aptos",sans-serif;' data-pasted="true"><strong><span style="font-size:15px;">Account Management & Renewals Coordinator (Travel/Remote)</span></strong></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;font-size:16px;font-family:"Aptos",sans-serif;'> </p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;font-size:16px;font-family:"Aptos",sans-serif;'><strong><span style="font-size:15px;">Sullivan on Comp</span></strong><span style="font-size:15px;"> is a subscription-based legal research and technology platform serving the California workers’ compensation industry. The sales team is also expanding its business-development efforts for Cadence, an AI platform used by law firms and claims organizations to review and analyze workers’ compensation matters.</span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;font-size:16px;font-family:"Aptos",sans-serif;'> </p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;font-size:16px;font-family:"Aptos",sans-serif;'><span style="font-size:15px;">Sullivan on Comp is seeking a highly organized, detail-oriented <strong>Account Management & Renewals Coordinator</strong> to provide direct support to the Account Executive responsible for renewals, account management, customer retention, and account growth.</span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;font-size:16px;font-family:"Aptos",sans-serif;'> </p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;font-size:16px;font-family:"Aptos",sans-serif;'><span style="font-size:15px;">The primary focus of this role is to ensure that renewals, customer requests, account changes, documentation, and follow-up activities are handled accurately and on time, while promptly identifying matters that require Account Executive involvement.</span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;font-size:16px;font-family:"Aptos",sans-serif;'> </p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;font-size:16px;font-family:"Aptos",sans-serif;'><strong><span style="font-size:15px;">Compensation: </span></strong></p><p style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;font-size:16px;font-family:"Aptos",sans-serif;'> </p><div style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;font-size:16px;font-family:"Aptos",sans-serif;'><ul style="margin-bottom:0in;list-style-type: disc;"><li style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;font-size:16px;font-family:"Aptos",sans-serif;'><span style='font-family:"Times New Roman";font-size:15px;'>$29 – $35/hour ($60,320 – $72,800 annually)</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;font-size:16px;font-family:"Aptos",sans-serif;'><span style='font-family:"Times New Roman";font-size:15px;'>Annual performance incentive of 5% target / 7.5% maximum</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;font-size:16px;font-family:"Aptos",sans-serif;'><span style='font-family:"Times New Roman";font-size:15px;'>This position is classified as non-exempt and is eligible for overtime in accordance with applicable law.</span></li></ul></div><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;font-size:16px;font-family:"Aptos",sans-serif;'> </p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;font-size:16px;font-family:"Aptos",sans-serif;'><strong><span style="font-size:15px;font-family:Calibri;">Travel & Work Location</span></strong></p><p style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;font-size:16px;font-family:"Aptos",sans-serif;'> </p><div style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;font-size:16px;font-family:"Aptos",sans-serif;'><ul style="margin-bottom:0in;list-style-type: disc;"><li style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;font-size:16px;font-family:"Aptos",sans-serif;'><span style='font-family:"Times New Roman";font-size:15px;'>Candidate must reside in CA.</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;font-size:16px;font-family:"Aptos",sans-serif;'><span style='font-family:"Times New Roman";font-size:15px;'>This position can be performed primarily in a remote environment, with up to 15% - 25% travel.</span></li></ul></div><ul style="margin-bottom:0in;margin-top:0in;" type="disc"><li style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;font-size:16px;font-family:"Aptos",sans-serif;'><span style="font-size:15px;font-family:Calibri;">Travel may include but is not limited to 2-3 meetings in SoCal Office, approximately 10 industry conferences or trade shows each lasting 2-4 days, and additional occasional business travel on an as-needed basis.</span></li></ul><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;font-size:16px;font-family:"Aptos",sans-serif;'> </p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;font-size:16px;font-family:"Aptos",sans-serif;'><strong><span style="font-size:15px;">Daily Objectives:</span></strong></p><p style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;font-size:16px;font-family:"Aptos",sans-serif;'> </p><div style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;font-size:16px;font-family:"Aptos",sans-serif;'><ul style="margin-bottom:0in;list-style-type: disc;"><li style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;font-size:16px;font-family:"Aptos",sans-serif;'><span style="font-size:15px;">Manage the end-to-end renewal process, including tracking upcoming renewals, coordinating customer communications, processing standard renewal requests, and maintaining accurate renewal status in HubSpot.</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;font-size:16px;font-family:"Aptos",sans-serif;'><span style="font-size:15px;">Monitor customer accounts and proactively identify renewals, retention risks, account changes, or nonstandard situations requiring Account Executive involvement.</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;font-size:16px;font-family:"Aptos",sans-serif;'><span style="font-size:15px;">Maintain accurate group-account, subscription, billing, user, and account information while coordinating routine account updates with internal teams.</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;font-size:16px;font-family:"Aptos",sans-serif;'><span style="font-size:15px;">Support customer retention and growth initiatives by identifying potential upgrade, expansion, and Cadence opportunities and escalating them to the Account Executive.</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;font-size:16px;font-family:"Aptos",sans-serif;'><span style="font-size:15px;">Prepare quotes, contracts, renewal documents, account reviews, and related documentation while tracking outstanding forms, requests, and customer commitments through completion.</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;font-size:16px;font-family:"Aptos",sans-serif;'><span style="font-size:15px;">Maintain accurate CRM records, customer interactions, renewal activities, forecasts, reports, and account-status tracking to support informed decision-making.</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;font-size:16px;font-family:"Aptos",sans-serif;'><span style="font-size:15px;">Conduct routine customer follow-up, respond to standard account and renewal inquiries, and help maintain engagement between strategic account conversations.</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;font-size:16px;font-family:"Aptos",sans-serif;'><span style="font-size:15px;">Coordinate with Sales, Customer Service, Finance, and other internal stakeholders to ensure timely resolution of customer requests and a positive client experience.</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;font-size:16px;font-family:"Aptos",sans-serif;'><span style="font-size:15px;">Provide actionable account intelligence by identifying upcoming renewals, accounts requiring attention, retention opportunities, and customer trends that support account management strategy.</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;font-size:16px;font-family:"Aptos",sans-serif;'><span style="font-size:15px;">Support industry conferences, trade shows, and firm events through event preparation, on-site participation, customer engagement, lead follow-up, and business travel as needed.</span></li></ul></div><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;font-size:16px;font-family:"Aptos",sans-serif;'> </p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;font-size:16px;font-family:"Aptos",sans-serif;'><strong><span style="font-size:15px;">Skills & Experience:</span></strong></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;font-size:16px;font-family:"Aptos",sans-serif;'><strong> </strong></p><ul style="margin-bottom:0in;margin-top:0in;" type="disc"><li style='margin-top: 0in;margin-right:0in;margin-bottom:0in;margin-left:0in;font-size:16px;font-family:"Aptos",sans-serif;'><span style="font-size:15px;font-family:Calibri;">2+ years of experience in sales and/or business development in the Workers’ Compensation, Insurance, Legal Tech, SAAS, or similar Legal Services industry.</span></li><li style='margin-top: 0in;margin-right:0in;margin-bottom:0in;margin-left:0in;font-size:16px;font-family:"Aptos",sans-serif;'><span style="font-size:15px;font-family:Calibri;">Experience using HubSpot or similar CRM.</span></li><li style='margin-top: 0in;margin-right:0in;margin-bottom:0in;margin-left:0in;font-size:16px;font-family:"Aptos",sans-serif;'><span style="font-size:15px;font-family:Calibri;">Experience providing client activation and renewal support to account management, sales, or customer success teams.</span></li><li style='margin-top: 0in;margin-right:0in;margin-bottom:0in;margin-left:0in;font-size:16px;font-family:"Aptos",sans-serif;'><span style="font-size:15px;font-family:Calibri;">Strong organizational skills, highly detail-oriented, excellent time management, and holding strong follow-through abilities.</span></li><li style='margin-top: 0in;margin-right:0in;margin-bottom:0in;margin-left:0in;font-size:16px;font-family:"Aptos",sans-serif;'><span style="font-size:15px;font-family:Calibri;">Strong multi-tasking abilities, ability to work independently, and proactively work as part of a team. </span></li><li style='margin-top: 0in;margin-right:0in;margin-bottom:0in;margin-left:0in;font-size:16px;font-family:"Aptos",sans-serif;'><span style="font-size:15px;font-family:Calibri;">Be comfortable working with spreadsheets, reports, databases, and sales systems.</span></li><li style='margin-top: 0in;margin-right:0in;margin-bottom:0in;margin-left:0in;font-size:16px;font-family:"Aptos",sans-serif;'><span style="font-size:15px;font-family:Calibri;">Strong customer service and ability to communicate professionally on the phone and via email.</span></li><li style='margin-top: 0in;margin-right:0in;margin-bottom:0in;margin-left:0in;font-size:16px;font-family:"Aptos",sans-serif;'><span style="font-size:15px;font-family:Calibri;">Exercise good judgment regarding when an issue should be escalated.</span></li><li style='margin-top: 0in;margin-right:0in;margin-bottom:0in;margin-left:0in;font-size:16px;font-family:"Aptos",sans-serif;'><span style="font-size:15px;font-family:Calibri;">Be willing and able to travel for conferences, trade shows, and firm meetings.</span></li></ul><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;font-size:16px;font-family:"Aptos",sans-serif;'> </p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;font-size:16px;font-family:"Aptos",sans-serif;'><strong><span style="font-size:15px;font-family:Calibri;">Health & Wellness</span></strong></p><p style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;font-size:16px;font-family:"Aptos",sans-serif;'><strong> </strong></p><div style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;font-size:16px;font-family:"Aptos",sans-serif;'><ul style="margin-bottom:0in;list-style-type: disc;"><li style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;font-size:16px;font-family:"Aptos",sans-serif;'><span style="font-family:Calibri;font-size:15px;">Medical plan options including <strong>Kaiser Permanente</strong> HMO, <strong>Cigna</strong> EPO, and <strong>Cigna</strong> PPO</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;font-size:16px;font-family:"Aptos",sans-serif;'><span style="font-family:Calibri;font-size:15px;">Dental coverage through <strong>Delta Dental</strong> with DHMO and PPO options</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;font-size:16px;font-family:"Aptos",sans-serif;'><strong><span style="font-family:Calibri;font-size:15px;">Vision</span></strong><span style="font-family:Calibri;font-size:15px;"> coverage through VSP</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;font-size:16px;font-family:"Aptos",sans-serif;'><span style="font-family:Calibri;font-size:15px;">Firm-Paid <strong>Life/AD&D</strong> (up to $150k) & Long-term Disability (<strong>LTD</strong>) Insurance.</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;font-size:16px;font-family:"Aptos",sans-serif;'><span style="font-family:Calibri;font-size:15px;">Firm-Paid Employee Assistance Program (<strong>EAP</strong>) offering confidential support. </span></li></ul></div><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;font-size:16px;font-family:"Aptos",sans-serif;'><strong> </strong></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;font-size:16px;font-family:"Aptos",sans-serif;'><strong><span style="font-size:15px;font-family:Calibri;">Retirement & Voluntary Benefits</span></strong></p><p style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;font-size:16px;font-family:"Aptos",sans-serif;'><strong> </strong></p><div style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;font-size:16px;font-family:"Aptos",sans-serif;'><ul style="margin-bottom:0in;list-style-type: disc;"><li style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;font-size:16px;font-family:"Aptos",sans-serif;'><strong><span style="font-family:Calibri;font-size:15px;">401(k) </span></strong><span style="font-family:Calibri;font-size:15px;">retirement plan with employer contribution.</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;font-size:16px;font-family:"Aptos",sans-serif;'><strong><span style="font-family:Calibri;font-size:15px;">Critical Illness</span></strong><span style="font-family:Calibri;font-size:15px;">, <strong>Accident</strong>, and <strong>Hospital Indemnity Coverage</strong>, available at group rates.</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;font-size:16px;font-family:"Aptos",sans-serif;'><span style="font-family:Calibri;font-size:15px;">Flexible Spending Account (<strong>FSA</strong>) and Dependent Care Assistance Program (<strong>DCAP</strong>) options for eligible pre-tax expenses.</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;font-size:16px;font-family:"Aptos",sans-serif;'><span style="font-family:Calibri;font-size:15px;">Voluntary short-term disability (<strong>STD</strong>) coverage.</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;font-size:16px;font-family:"Aptos",sans-serif;'><span style="font-family:Calibri;font-size:15px;">Supplemental <strong>Life and AD&D Insurance</strong>.</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:10.0pt;margin-left:0in;font-size:16px;font-family:"Aptos",sans-serif;'><span style="font-family:Calibri;font-size:15px;">Optional <strong>Pet Insurance</strong>, because family comes in many forms.</span></li></ul></div><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;font-size:16px;font-family:"Aptos",sans-serif;'><br></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;font-size:16px;font-family:"Aptos",sans-serif;text-align:justify;'><em><span style="font-size:15px;font-family:Calibri;">Sullivan on Comp provides equal employment opportunities to all employees and applicants for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender, gender identity or expression, age, disability, pregnancy, childbirth and related medical conditions, genetic makeup, marital status, military service, or any other classification protected by applicable local, state or federal laws.</span></em></p>
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