Account Coordinator - Employee Benefits

About the role

The Account Coordinator assists the Account Management and Consulting teams in servicing and retaining clients. The role requires providing ongoing administrative support, coordinating with team members, and maintaining client files.

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 anticipating 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 by assisting with ACA, SPD preparation, 5500 filings, and actuary reports.
• Manages open enrollment and prepares presentation materials, employee handouts, and other informational tools for client meetings.
• Aids in the Request for Proposal (RFP) process by partnering with clients and ensuring timely responses from vendors.
• Assists 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