Employee Benefits Account Coordinator

About the role

We’re looking for an Account Coordinator to support our client service team and help keep client work moving. You’ll work closely with Account Managers, Account Executives, insurance carriers, and internal teams to support renewals, proposals, enrollment, reporting, and day-to-day service.

Responsibilities

• Peer review proposal spreadsheets and compare carrier options, pricing, plan features, and coverage differences
• Resolve enrollment, billing, eligibility, and claims issues by working with clients, carriers, and internal team members
• Maintain accurate client, plan, renewal, and contact information across our CRM and internal systems
• Support client renewals, onboarding, plan changes, and open enrollment under the direction of senior team members
• Strategize with Account Managers to create customized renewal presentations, ensuring data is accurately interpreted and presented in a way that aligns with client objectives and renewal recommendations
• Create benefit guides, enrollment materials, reports, dashboards, and other client-facing documents
• Track deadlines, meetings, follow-ups, and open tasks so the client team stays organized and prepared

Requirements

• Strong attention to detail and a commitment to accurate work
• The ability to manage multiple tasks, deadlines, and priorities without losing track of the details
• Clear written and verbal communication skills
• Comfort working with spreadsheets, data, and business documents
• Working knowledge of Microsoft Excel, Word, PowerPoint, and Outlook
• A proactive mindset and willingness to ask questions, solve problems, and take ownership while demonstrating a growth mindset and commitment to continuous learning
• The ability to work well with clients, insurance carriers, and internal team members
• An active Life and Health insurance license, or the willingness to obtain one shortly after hire
• Experience in employee benefits or insurance is required

Benefits

• Unlimited PTO
• Full benefits
• 401K
• Onsite Gym

Pay

Compensation: $55,000–$75,000, based on experience

Schedule

Hybrid work: We’re in the office 3–4 days/week