Account Coordinator, Employee Benefits
About The Position
At AgentLink, now a part of Gallagher, our mission is is to support insurance agents through superior service, trusted carriers, and innovative processes. Simply put – we help you sell more insurance, earn more commissions, and do more for your clients. We do that through a commitment to our core values and YOUR success. As part of Gallagher, a global leader in insurance, risk management, and consulting, you’ll be joining a team that’s passionate about helping individuals and organizations thrive. We have an exciting career opportunity for an Account Coordinator. The Account Coordinator plays a key support role in assisting licensed insurance agents with quoting, enrolling, and servicing small group health insurance clients. This position is responsible for coordinating carrier quotes, preparing enrollment materials, ensuring accurate data collection, and supporting a smooth onboarding and renewal process for employer groups.
Requirements
- 1–3 years of experience in health insurance or benefits administration preferred.
- Knowledge of small group health insurance products.
- Strong attention to detail and communication skills.
- Active health insurance license or ability to obtain withen 60 days of employment.
- Experience with ACA-compliant small group plans preferred.
Responsibilities
- Assist insurance agents with quoting small group health insurance plans across multiple carriers.
- Prepare proposal materials, rate comparisons, and plan summaries.
- Track quote requests and follow-up with carriers to ensure timely responses
- Support agents during open enrollment and new group onboarding.
- Coordinate group enrollments, including employee census collection and verification.
- Prepare and submit accurate enrollment documentation to carriers.
- Ensure compliance with carrier and regulatory requirements.
- Act as liaison between agents, carriers, and employer clients.
- Respond to employer and agent inquiries.
- Assist with adds, terms, changes, and renewals.
- Maintain accurate records in CRM and carrier systems.
- Maintain organized account documentation.
- Adhere to HIPAA and confidentiality standards.
- Assist with reporting and workflow coordination.
Benefits
- Medical/dental/vision plans, which start from day one!
- Life and accident insurance
- 401(K) and Roth options
- Tax-advantaged accounts (HSA, FSA)
- Educational expense reimbursement
- Paid parental leave
- Digital mental health services (Talkspace)
- Flexible work hours (availability varies by office and job function)
- Training programs
- Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
- Charitable matching gift program
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
501-1,000 employees
