Account Coordinator-Small Group Sales
About The Position
Guided by our core values and commitment to your success, we provide health, financial and lifestyle benefits to ensure a best-in-class employee experience. Some of our offerings include: Highly competitive total rewards package, including comprehensive medical, dental and vision benefits as well as a 401(k) plan that both the employee and employer contribute Annual incentive bonus plan based on company achievement of goals Time away from work including paid holidays, paid time off and volunteer time off Professional development courses, mentorship opportunities, and tuition reimbursement program Paid parental leave and adoption leave with adoption financial assistance Employee discount program Job Description Summary: This role will assist the account executives and sales coordinator with basic/administrative support on sales related activities.
Requirements
- High school diploma or any combination of education and required experience.
- 1 year experience in a sales, marketing, and/or customer service environment.
- Beginner level knowledge and skill with Microsoft Office.
- Beginner keyboarding skills
- A life and health Insurance sales license is required within 45 days of hire.
Nice To Haves
- Health insurance license
- Intermediate level knowledge and skill with Microsoft Office
- Intermediate level knowledge of FACETS system
- Bachelor’s degree in business or related academic discipline
Responsibilities
- Work closely with Account Management team to execute or finish out various administrative tasks requested by brokers
- Assign broker permissions on EasyApps e-enrollment system
- Oversee processing of groups in EasyApps portal; troubleshoot issues with NBU/EA
- Distribute and manage lead flow from interactive desktop and marketing activities
- Handle various reporting requests from brokers including BSP utilization, ASO reports, etc.
- Follow up on missed membership change requests
- Communicate claims questions/issues from brokers/members and provide effective summary to account manager/broker
- Manage groups being reallocated into new markets due to MLR results
Benefits
- Highly competitive total rewards package, including comprehensive medical, dental and vision benefits as well as a 401(k) plan that both the employee and employer contribute
- Annual incentive bonus plan based on company achievement of goals
- Time away from work including paid holidays, paid time off and volunteer time off
- Professional development courses, mentorship opportunities, and tuition reimbursement program
- Paid parental leave and adoption leave with adoption financial assistance
- Employee discount program
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
