Account Coordinator - Employee Benefits

About the role

The Account Coordinator assists the Account Management and Consulting teams in servicing and retaining clients. The individual in this role is expected to project a professional company image through all interaction with clients, insurance carriers, vendors, team members and others.

Responsibilities

• Provides ongoing administrative support and coordinates with Account Managers and other service team members to ensure that clients receive all key deliverables in a timely and accurate manner.
• Serves as a client advocate and a primary point of contact for assigned accounts.
• Aids in managing client expectations, service commitments, and anticipates needs of the client.
• Answers correspondence related to client’s employee benefit plans in a timely manner.
• Documents all client interaction and updates client service logs.
• Maintains client files accurately and consistently, responsible for proper documentation of files and proper communication in accordance with company workflow, procedures and best practices.
• Quickly identifies and resolves basic client service issues, conducts research, and resolves participant benefit issues.
• Coordinates with the clients on the accumulation of census data, history of plans, and all other data for insurance carrier quotes.
• Researches client issues by contacting carriers and vendors on behalf of the client and determines when issues need to be escalated.
• Creates client monthly, quarterly and annual reports utilizing Relation templates and software.
• Supports client compliance with ACA, SPD preparation, 5500 filings and actuary reports.
• Manages open enrollment and the preparation of presentation materials, employee handouts, and other informational tools for client meetings.
• Aids in the creation of client presentations using Excel and PowerPoint to summarize client data obtained from vendors or Relation Account Managers.
• Aids in the Request for Proposal (RFP) process by partnering with clients and ensuring timely responses from vendors.
• Aids in the review of external vendor contracts, summary plan documents, and employee communications to ensure alignment with client expectations and legal requirements.
• Reviews Summary Plan Descriptions (SPD) from the carrier and compares it to the client's benefits for accuracy; follows up with the carriers to make any necessary changes are made.
• Aids in the creation of spreadsheets and premium allocations.
• Prepares summaries of insurance with guidance from Account Manager and other service team members.
• Recommends process improvements as needed.
• Fully adopts innovative technology, including proprietary AI solutions, into the service process to deliver a best-in-class client service experience.
• Performs other projects, duties, and tasks, as assigned.

Requirements

• A Life, Health and Accident License from state of domicile is required upon hire or within 90 days of hire and must be maintained thereafter.
• Minimum of 5+ years of Customer Service experience.
• Previous Life, Health and Accident experience preferred.
• Bilingual (English/Spanish) preferred; may be required, depending on location.
• Prior experience with agency management systems software and online rating systems.
• Proficient to advanced skills in using computers, Microsoft Office Suite (emphasis on Excel and PowerPoint) and online rating systems.
• Excellent interpersonal and communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors, and others.
• Ability to work independently with limited daily supervision and to work effectively in a team environment.
• Ability to function effectively under tight time constraints, consistently meets strict deadlines, prioritize, and handle multiple tasks in a demanding work environment.

Qualifications

• High School Diploma or equivalent required.

Skills

• Customer Service
• Administrative Support
• Client Advocacy
• Communication
• Time Management
• Research
• Microsoft Office Suite (Excel, PowerPoint)
• Insurance Markets, Products, Services, Ratings, Underwriting Procedures
• Agency Management Systems Software
• Online Rating Systems
• Proprietary AI Solutions

Benefits

• Competitive pay.
• Safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more.
• Career advancement and development opportunities.

Pay

$16.35 - $34.36

Schedule

N/A