Account Coordinator
About The Position
Understands and assists with Monthly Claims Exhibits; as needed Complete new client set-up (New Form, notify teams, implement reporting, notify stop loss carrier, build folder) Responsible for reporting back action items from weekly team calls Engages in regularly scheduled trainings and collaboration sessions Assist with inputting the premium and reimbursements for previous year into Budget Projection workbook Tracks and manages all open items (outstanding premium issues, missing reporting, outstanding reimbursement updates to teams, etc.) Conducts an audit of reporting received post placement Assists with client questions, issues and/or problems by investigating first and then seeking confirmation from Manager Responsible for ensuring client data is validated and up-to-date (contacts, etc.) Completes Client Information Questionnaire based on Strategy calls and/or sends to Core team to complete Collects RFP Data Request information and reviews for accuracy Sends RFP to Manager for review prior to sending to market Updates Marketing Tracker with progress Collects, reviews and saves RFP responses with the proper naming convention in the client's folder Enters carrier responses into Renewal Package, as well as Claims and Premium Experience Requests Clinical Reviews for firm deliverables Assists with stop loss policy implementation Completes Phase 1 of Audits Responsible for completion of 1/1 claims policy reconciliations Participates in various workgroups that push forward practice initiatives
Responsibilities
- Understands and assists with Monthly Claims Exhibits
- Complete new client set-up (New Form, notify teams, implement reporting, notify stop loss carrier, build folder)
- Responsible for reporting back action items from weekly team calls
- Engages in regularly scheduled trainings and collaboration sessions
- Assist with inputting the premium and reimbursements for previous year into Budget Projection workbook
- Tracks and manages all open items (outstanding premium issues, missing reporting, outstanding reimbursement updates to teams, etc.)
- Conducts an audit of reporting received post placement
- Assists with client questions, issues and/or problems by investigating first and then seeking confirmation from Manager
- Responsible for ensuring client data is validated and up-to-date (contacts, etc.)
- Completes Client Information Questionnaire based on Strategy calls and/or sends to Core team to complete
- Collects RFP Data Request information and reviews for accuracy
- Sends RFP to Manager for review prior to sending to market
- Updates Marketing Tracker with progress
- Collects, reviews and saves RFP responses with the proper naming convention in the client's folder
- Enters carrier responses into Renewal Package, as well as Claims and Premium Experience
- Requests Clinical Reviews for firm deliverables
- Assists with stop loss policy implementation
- Completes Phase 1 of Audits
- Responsible for completion of 1/1 claims policy reconciliations
- Participates in various workgroups that push forward practice initiatives
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Industry
Insurance Carriers and Related Activities
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees
