Team Lead, Account Coordinator

About the Company

HPI is a forward-thinking, national third-party administrator (TPA) specializing in self-funded health plan solutions. With over 44 years of industry expertise, our entrepreneurial spirit, flexible approach, and personalized service empower us to serve clients of all sizes across diverse industries. We deliver innovative strategies that maximize the value of every healthcare dollar, driving costs down, managing risk, and enhancing the health insurance experience for our clients’ employees.

About the Role

The Account Coordinator – Team Lead assists the Vice President of Client Services, Director of Client Services, Manager of Client Operations, and Account Managers with plan implementation for new clients and the overall servicing of account issues for existing clients. For new clients, the Team Lead supports Account Managers in coordinating plan implementation by producing and compiling educational materials. The role also involves working closely with internal staff to communicate service issues, resolve claim payment issues, and serve as the in-house client contact when the Account Manager and Client Service Representative are unavailable.

Responsibilities

• Assist with the coordination of new group implementations and servicing of account issues for existing clients and brokers.
• Produce educational materials and resolve claims/service issues.
• Provide administrative support to the Client Services department.
• Communicate plan design changes, renewal updates, and other relevant information to internal staff to ensure smooth plan operations.
• Supervise and train the Account Coordinator team.
• Assign projects to the Account Coordinator team.
• Work with the Director of Client Services and Vice President of Client Services to report escalations.
• Identify areas of opportunity and concern within the team.
• Track and maintain a PTO tracker for the team.
• Coordinate with the Vice President and Director to approve PTO for all Client Services staff, including Account Executives (AEs), Account Managers (AMs), and Account Coordinators (ACs).

Requirements

• High School Diploma or equivalent (required).
• Two or more years of related work experience (required).
• Bachelor’s Degree (preferred).
• Flexible schedule to participate in employee benefit fairs, which may begin and end prior to core business hours.
• Ability to travel within the New England area as required for employee benefit fairs.
• Strong coordination skills with both management and subordinates.
• Ability to multitask efficiently and accurately.
• Effective prioritization and communication skills, both verbally and in writing.
• Ability to work independently and as part of a team.
• Analytical mindset with attention to detail and accuracy.
• Ability to anticipate systems interactions and follow through on tasks.
• Ability to work within specified timeframes and meet deadlines.
• Experience maintaining confidentiality of work materials.
• Healthcare industry experience (a plus).

Skills

• Proficient in Microsoft Office, including Word, Excel, Outlook, and PowerPoint.

Work Environment

We foster a supportive and inclusive work environment where innovation thrives. Our workspace is innovative, open, and collaborative, with a “smart casual” dress code and ergonomic desks. At our Westborough headquarters, you can take breaks in the onsite café, walk on beautiful trails in our office park, or work out at one of the campus gyms.

Benefits

• Medical, Dental, Vision, and Prescription Drug Coverage.
• Fitness Reimbursement Benefit.
• Employee Assistance Program.
• Flexible Spending Account & Health Savings Account.
• 401(k) and Quarterly Bonuses.
• Generous Paid-Time Off & Volunteering Opportunities.
• Educational Assistance & Professional Development Opportunities.