Account Coordinator I Employee Benefits

CBIZ • Atlanta, GA

8d • Hybrid

About The Position

The Account Coordinator I provides essential back-end administrative support for client accounts, ensuring smooth operations and timely responses to team requests. This role involves collaborating closely with Account Managers and Account Executives to understand client needs and preferences, assisting in the execution of tailored solutions. The coordinator will maintain thorough documentation of client interactions and activities, ensuring all relevant information is accurately recorded and accessible to the client-facing team. Additionally, they will assist in the preparation and updating of employee benefits communications, such as benefit guides and flyers, and maintain accurate and up-to-date client records, ensuring the integrity and confidentiality of sensitive information. The role also requires participation in team meetings, taking notes, contributing to discussions, and sharing insights to enhance overall client satisfaction. 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