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

- Bachelors 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.