Account Coordinator I Employee Benefits
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 close collaboration with Account Managers and Account Executives to understand client needs and preferences, assisting in the execution of tailored solutions. The Account Coordinator will also participate in client calls as needed, supporting the presentation of information and addressing client concerns. Maintaining thorough documentation of client interactions and activities is crucial, ensuring all relevant information is accurately recorded and accessible. Additionally, the role supports the preparation and updating of employee benefits communications and pulls claims reporting data to identify trends and opportunities. The Account Coordinator is expected to maintain accurate client records, work collaboratively with internal teams, and take notes during team meetings. A key aspect of this position is the expectation 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
- Participate in client calls as needed, supporting Account Managers and Account Executives in presenting information and addressing client concerns
- 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.
- Pull claims reporting data for account teams to identify trends and opportunities for improvement
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
