Account Coordinator

Position Overview:

ECLARO is seeking an Account Coordinator for a leading Insurance Brokerage and Consulting Firm in Lake Havasu City, AZ. The ideal candidate should have strong administrative and customer service skills, be comfortable with insurance carriers, and enjoy working in a fast-paced environment.

Responsibilities

• Greet clients and visitors professionally.
• Answer calls and route inquiries.
• Schedule, confirm, and manage client appointments for Medicare and Individual health insurance consultations.
• Follow up with clients regarding appointment reminders, missing information, enrollment status, or required documentation.
• Provide courteous and patient support to clients, especially those needing assistance during Open Enrollment.
• Accurately enter client and application information into internal systems, carrier portals, CRM platforms, spreadsheets, or other business tools.
• Review forms, applications, and client records for completeness and accuracy.
• Upload, scan, copy, file, and organize client documents as needed.
• Maintain accurate records of client interactions, pending items, and follow-up activities.
• Handle confidential client information with discretion and in accordance with applicable privacy and company requirements.
• Contact insurance carriers to check on application status, enrollment issues, missing documentation, billing questions, or policy updates.
• Document carrier communications and update internal systems promptly.
• Escalate urgent matters, incomplete information, or unresolved issues to licensed agents, managers, or designated team members.
• Aid in tracking applications, enrollment forms, pending items, and key deadlines.
• Support increased client volume during Medicare Annual Enrollment and Individual Health Insurance Open Enrollment.
• Prepare client meeting materials, enrollment packets, plan documents, and follow-up correspondence.
• Help maintain an organized office workflow during high-traffic periods.
• Provide general administrative support to ensure deadlines are met and client service standards are maintained.

Required Qualifications

• Prior administrative, office support, customer service, healthcare, insurance, or financial services experience.
• Experience supporting health insurance, Medicare, benefits administration, or open enrollment activities is a plus.
• Strong data entry skills with a high level of accuracy and attention to detail.
• Excellent verbal and written communication skills.
• Professional phone etiquette and a customer-focused approach.
• Ability to work effectively with clients of all ages, including Medicare-eligible individuals.
• Strong organizational skills and ability to prioritize multiple tasks in a busy environment.
• Proficiency with computers, email, Microsoft Office, spreadsheets, CRM systems, and online portals.
• Ability to handle confidential and sensitive information appropriately.
• Dependable, punctual, and able to work well in a team-oriented environment.

Preferred Qualifications

• Friendly, patient, and service-oriented.
• Calm and professional under pressure.
• Proactive in following up on outstanding items.
• Willing to learn insurance terminology, carrier processes, and Open Enrollment workflows.
• Comfortable asking questions and escalating issues when appropriate.
• Flexible and adaptable during peak enrollment periods.

Pay Rate

$20.00-$25.00/Hour.

Benefits

• 401k Retirement Savings Plan administered by Merrill Lynch
• Commuter Check Pretax Commuter Benefits
• If hired, you will also enjoy eligibility to purchase Medical, Dental & Vision Insurance through ECLARO.

If interested, you may contact: Heckle Tulab | 2128047460