Account Coordinator, Health Plan

Sanford Health • Marshfield, WI

11h • Onsite

About The Position

The Account Coordinator is responsible for assisting the Sales Department in the installation, servicing and retention of employer group customers. This individual provides high quality customer service to employer contacts, brokers, agents and consumer product customers. The Account Coordinator I must be highly organized and flexible to meet the competition demands for multiple sales teams and clients. This individual is also responsible for the configuration of the system to maintain the employer group information. The Account Coordinator focuses on coordinating internal processes between sales and other departments to manage prospect RFPs, renewal quotes, and group setup functions. Key responsibilities include ensuring benefit accuracy and regulatory compliance while preparing critical documentation like Schedules of Benefits (SOB) and Summaries of Benefits and Coverage (SBC). Beyond technical configuration of billing and benefit systems, this position emphasizes high-quality customer service and relationship management with brokers, agency representatives, and key client decision-makers to support business growth and retention. Additionally, this role involves collaborating on organizational projects and maintaining the professional competencies necessary to execute these essential functions effectively. Additional duties as assigned.

Requirements

• Two years’ experience in the health insurance industry required.
• Demonstrated proficiency Customer Relationship Management system and Microsoft Office to include Word, Excel, and Power Point.

Nice To Haves

• Post-secondary courses in business, communication, marketing or related field preferred.
• Experience at a managed care health insurance carrier, preferred.

Responsibilities

• Assisting the Sales Department in the installation, servicing and retention of employer group customers.
• Providing high quality customer service to employer contacts, brokers, agents and consumer product customers.
• Configuring the system to maintain employer group information.
• Coordinating internal processes between sales and other departments to manage prospect RFPs, renewal quotes, and group setup functions.
• Ensuring benefit accuracy and regulatory compliance.
• Preparing critical documentation like Schedules of Benefits (SOB) and Summaries of Benefits and Coverage (SBC).
• Emphasizing high-quality customer service and relationship management with brokers, agency representatives, and key client decision-makers to support business growth and retention.
• Collaborating on organizational projects.
• Maintaining the professional competencies necessary to execute essential functions effectively.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees