Account Coordinator - Employee Benefits

Relation Insurance Services • Modesto, CA

2d • $16 - $34

About The Position

The Account Coordinator assists the Account Management and Consulting teams in servicing and retaining clients. The Account Coordinator works to ensure client retention goals are met by responding promptly to requests from clients, prospects and members of the production and account management staff. 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.

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.
• High School Diploma or equivalent required.
• Minimum of 5+ years of Customer Service experience.
• Previous Life, Health and Accident experience.
• Working knowledge of insurance markets, products, services insurance ratings and underwriting procedures.
• 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.

Nice To Haves

• Bilingual (English/Spanish) preferred; may be required, depending on location.

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.
• Assists 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.
• Meets with clients and insurance company representatives as requested.
• 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, conducting research, and resolving participant benefit issues.
• Conducts research on billing issues on behalf of clients.
• 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.
• Provides client compliance support including 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.
• Assists with the creation of client presentations using Excel and PowerPoint to summarize client data obtained from vendors or Relation Account Managers.
• Assists 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.
• Assists with creating spreadsheets and premium allocations.
• Prepares summaries of insurance with guidance from Account Manager and other service team members.
• Recommends process improvements as needed.
• Performs other projects, duties, and tasks, as assigned.

Benefits

• Competitive pay.
• A 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 251-500 employees