Account Coordinator

IMS MARKETING INC•Amarillo, TX

28d•$16 - $18•Onsite

About The Position

As an Account Coordinator, you are responsible for helping drive sales and retention by maintaining effective relationships with Plan Sponsors, Agents, Brokers and/or vendors. You will be the single point of contact for administrative service requests and day-to-day client inquiries. You will leverage your expertise in plan design, and IMS systems and processes by providing service and solutions to our clients.

Requirements

Displayed ability to meet deadlines and work in a high-pressure environment
Displayed ability and experience leading a team
Strong multitasking skills with ability to prioritize multiple prerogatives
Displayed professional communication (oral and written)
Displayed confidence in understanding and communicating resources available
Experience in Microsoft Office Suite, with an emphasis in Excel and Outlook
Customer success, client relationship management, or sales experience
Previous insurance / TPA experience
Creating and maintaining client relationships
Coaching and subordinate involvement, including implementation of improvement plans when necessary
Process Management
Motivated
Organizational skills with strong attention to detail
Teamwork

Responsibilities

Provides analysis and decision making for successful resolution of customer complaints, complex service issues, issues with financial impact and decisions to deviate from established policies and procedures; build strategy with internal partners if it is determined the customer is At Risk.
Consistently provide high level of client service while communicating and coordinating with client, partners and internal departments to address all service issues and provide necessary research, problem solving and resolution support.
Successfully monitor and follow-up on assigned items, including determining appropriate action for resolution of client issues, documenting, communicating and implementing solutions as appropriate.
Provide clear and concise communication regarding overall client service expectations as well as procedures and time frames to client and partners related to questions that require further research and analysis.
Ensure proactive communication with the client and partners regarding all components of service delivery.
Solicit and share feedback with appropriate internal resources.
Participate in department initiatives to increase efficiencies, decrease cost and document changes in processes and procedures.
Participate in special projects as assigned.
Oversee daily administration of plans as well as any plan sponsor requested plan or fund changes.
Coordinate timely delivery of 5500 and non-discrimination testing results to clients and consultants.
Provide plan audit support for clients and ensure all filing deadlines are met.
In conjunction with the Plan Document Team, provide plan document maintenance and review support to clients.
Provide plan administration efficiency and consultative advice to clients.
Coordinate with all areas of the organization based on the needs of the client.
Demonstrate ultimate accountability for client relationship.
Provide plan reviews in conjunction with the Renewal Team at mid-year, annually and when requested for all clients.
Effectively communicate updates to clients compliance requirements in conjunction with Plan Document Coordinator support.
Subject to change and approval.