Account Coordinator

Hub International Insurance•Sandy, UT

1d•$27 - $32•Hybrid

About The Position

We are seeking a detail-oriented and proactive Account Coordinator to join our Employee Benefits team. In this mid-level role, you will manage and support day-to-day operations for a portfolio of client accounts, ranging from small to large groups. You will collaborate closely with Account Managers, Account Executives, clients, and carriers to ensure smooth processes, accurate data, and exceptional client service. Hybrid Role: M/F Remote T/W/TH in office at our Sandy, UT location 40 Hours a week Hourly Pay Range: $27 - $32

Requirements

High school diploma
1-2 years of experience within client facing administration or management.
Preference for experience in employee benefits, human resources, insurance, or a related field
Exceptional attention to detail and organizational skills
Strong problem-solving abilities and a proactive mindset
Basic Excel proficiency for census data management
Proficiency in MS Office
Comfortable working with technology and learning new systems
Ability to manage deadlines and multitask in a fast-paced environment
Ability to train and support clients with varying levels of system knowledge
Excellent written and oral communication skills, with the ability to engage professionally via multiple channels

Nice To Haves

Life, Accident, and Health Insurance License (or ability to obtain within 1 year of employment)
Bachelor's degree
Prior experience with benefit administration platforms (Employee Navigator, BenefitPoint, or similar)

Responsibilities

Manage daily communication with assigned client accounts, ensuring timely and effective service delivery
Respond promptly and professionally to service needs of clients and the account management team.
Communicate via email, phone, and video conferencing.
Occasional need to attend onsite client meetings with team.
Gain expertise in and utilize Employee Navigator and BenefitPoint systems to manage employee benefits
Provide training to HR users on operating benefit administration systems
Maintain electronic filing and required data in agency management systems
Prepare basic census data using Excel for carrier coordination
Support Account Managers with enrollment needs for assigned accounts
Resolve carrier discrepancies for automated lines of coverage
Address discrepancies from third-party enrollers promptly and accurately
Coordinate with carriers to establish portal access for new groups
Oversee the enrollment census process with multiple carriers
Process close-outs with carriers on tight deadlines
Conduct and finalize close-out audits within 45 days of the renewal date
Prepare deliverables and marketing materials to distribute to clients