Account Coordinator, Health Plan
About The Position
Be part of a fast paced environment that is the bridge between the sales teams and operations. Provide assistance to sales teams so they can be out selling while you support administrative processes to ensure smooth and efficient interactions. Ideal candidate will have an eye for detail and familiar with Salesforce and customer service. 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.
Requirements
- Two years’ experience in the health insurance industry
- Demonstrated proficiency in Customer Relationship Management system
- Demonstrated proficiency in Microsoft Office to include Word, Excel, and Power Point
Nice To Haves
- Post-secondary courses in business, communication, marketing or related field
- Experience at a managed care health insurance carrier
- Familiarity with Salesforce
Responsibilities
- Provide assistance to sales teams so they can be out selling while supporting administrative processes to ensure smooth and efficient interactions
- Assist the Sales Department in the installation, servicing and retention of employer group customers
- Provide high quality customer service to employer contacts, brokers, agents and consumer product customers
- Be responsible for the configuration of the system to maintain the employer group information
- Coordinate internal processes between sales and other departments to manage prospect RFPs, renewal quotes, and group setup functions
- Ensure benefit accuracy and regulatory compliance
- Prepare critical documentation like Schedules of Benefits (SOB) and Summaries of Benefits and Coverage (SBC)
- Perform technical configuration of billing and benefit systems
- Manage customer service and relationship management with brokers, agency representatives, and key client decision-makers to support business growth and retention
- Collaborate on organizational projects
- Maintain the professional competencies necessary to execute essential functions effectively
- Additional duties as assigned
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees
