Account Coordinator

Gallagher•Liverpool, NY
•Hybrid

About The Position

The Account Coordinator supports employees navigating their benefit plans, serving as a resource for claims, billing, eligibility, and coverage questions involving medical, prescription, dental, vision, and ancillary benefits. The role combines customer service and problem-solving with ongoing learning about the employee benefits and insurance industry. The coordinator handles service tasks and phone calls, maintains accurate activity records, processes plan updates and HIPAA authorization forms, researches employer plans, manages cases through timely resolution, and addresses high-priority prescription issues. The role also involves learning industry trends and maintaining carrier updates and bulletins in a shared document environment.

Requirements

  • High school diploma or equivalent.
  • At least 1 year of directly applicable experience.
  • Proficiency in Microsoft Office.
  • Basic math skills.

Nice To Haves

  • Strong organizational and written and verbal communication skills.
  • Strong attention to detail and conscientiousness.
  • Efficient prioritization and time management skills.
  • Demonstrated customer service focus.
  • Ability to quickly learn multiple software systems.
  • Proficiency in Microsoft Office or similar systems, including spreadsheets, email, word processing, and presentation software.

Responsibilities

  • Handle daily service tasks involving member claims, billing, eligibility, and other service-related issues.
  • Manage phone calls across medical, prescription, dental, vision, and ancillary employee benefit service lines.
  • Promptly maintain and update software used to track phone calls and emails, ensuring accurate records of ongoing activities.
  • Process and request plan updates and HIPAA authorization forms, coordinating with appropriate parties.
  • Research employer plans thoroughly to provide employees with accurate, detailed answers.
  • Oversee case management tasks and ensure timely resolution.
  • Address high-priority prescription issues efficiently and with care.
  • Learn about industry trends and independently build industry knowledge.
  • Maintain carrier updates and bulletins in a shared document environment.
  • Perform other duties as assigned.

Benefits

  • Competitive compensation.
  • Comprehensive benefits programs designed to support well-being.
  • Career development opportunities and ongoing learning.
  • Collaborative, people-first culture with accessible leadership.
  • Opportunity to do meaningful work with global reach and local impact.
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