Client Engagement Assistant

JOB SUMMARY

The Client Engagement Assistant provides administrative and day-to-day support to the Client Engagement team and Vice President of Client Engagement. This role assists with client communications, meeting coordination, documentation, and follow-up activities to help ensure a positive and organized client experience.

The ideal candidate is organized, professional, detail-oriented, and comfortable managing multiple tasks while working with both internal teams and clients. This is a hybrid position working out of the Tampa office twice a week.

ESSENTIAL FUNCTIONS

• Monitor and respond to routine client email inquiries in a timely and professional manner
• Assist with client requests and follow-up items
• Support the Vice President of Client Engagement with administrative tasks
• Schedule client, internal, and team meetings
• Prepare meeting materials, agendas, and notes as needed
• Assist with meeting logistics and coordination
• Maintain client records, documentation, and reference materials
• Assist with creating and updating internal guides and documents
• Track client requests and follow-up items
• Assist with preparing reports, presentations, and other client materials
• Coordinate information and communication between internal teams as needed
• Maintain organized files and documentation
• Perform other administrative and client support duties as assigned

REQUIRED SKILLS & EXPERIENCE

• Strong communication and interpersonal skills
• Excellent organizational and time-management skills
• Professional and positive attitude
• Strong attention to detail and accuracy
• Ability to prioritize and manage multiple tasks
• Strong written and verbal communication skills
• Ability to work independently and as part of a team
• Proactive approach to completing assigned tasks
• Ability to meet deadlines and maintain quality work

EDUCATION & EXPERIENCE

• Bachelor’s degree preferred
• 1–2 years of related experience preferred
• Previous administrative, customer service, or client support experience is a plus

Exzeo offers  100% employer-paid health, dental, vision, life, and disability insurance for employees, a flexible paid time off plan, a 401(k) match, and bonus potential.