Account Coordinator I Employee Benefits

CBIZ • Vinings, GA

20h • $20 - $25 • Hybrid

About The Position

This role provides essential back-end administrative support for client accounts, ensuring smooth operations and timely responses to team requests. The Account Coordinator collaborates closely with Account Managers and Account Executives to understand client needs and preferences, assisting in the execution of tailored solutions. They will maintain thorough documentation of client interactions and activities, ensuring all relevant information is accurately recorded and accessible to the client-facing team. Additionally, the role involves assisting in the preparation and updating of employee benefits communications, such as benefit guides, flyers, and supplements. Accurate and up-to-date client records must be maintained, ensuring the integrity and confidentiality of sensitive information. The Account Coordinator will work closely with internal teams to ensure the seamless execution of client deliverables and participate in team meetings by taking notes and contributing to discussions. To progress in this position, Account Coordinators are expected to study for and pass the Life and Health Insurance Exam.

Requirements

• High School Diploma or GED required
• 1-2 years of relevant work experience in the insurance industry
• Ability to work in a team environment as well as independently
• Must maintain current required licenses and certifications relevant to field of expertise
• Proficient use of applicable technology
• Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally

Nice To Haves

• Bachelor's degree in business, Human Resources, communications, or related field preferred
• Strong organizational and multitasking abilities
• Excellent written and verbal communication skills
• Proficient in Microsoft Office Suite and familiarity with client management software is a plus
• Ability to work collaboratively in a team-oriented environment
• Eagerness to learn and adapt to a dynamic, fast-paced industry

Responsibilities

• Provide essential back-end administrative support for client accounts, ensuring smooth operations and timely responses to team requests
• Collaborate closely with Account Managers and Account Executives to understand client needs and preferences, assisting in the execution of tailored solutions
• Maintain thorough documentation of client interactions and activities, ensuring all relevant information is accurately recorded and accessible to the client-facing team
• Assist in the preparation and updating of employee benefits communications, including benefit guides, flyers, supplements, etc.
• Maintain accurate and up-to-date client records, ensuring the integrity and confidentiality of sensitive information
• Work closely with internal teams, including account managers and account executives, to ensure the seamless execution of client deliverables
• Participate in team meetings by taking notes, contribute to discussions when necessary, and share insights to enhance overall client satisfaction
• Study for and pass the Life and Health Insurance Exam

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED