Account Coordinator

EVANS NATIONAL • Oklahoma City, OK

7d • $45,000 - $55,000

About The Position

This position plays a vital role in ensuring the smooth day-to-day management of client accounts, including data entry, documentation, carrier coordination, and preparation of client materials. The ideal candidate is a dependable team player who thrives in a structured environment, enjoys working behind the scenes, and takes pride in maintaining accuracy and efficiency across multiple tasks.

Requirements

• Bachelor’s degree preferred, but not required.
• 1–2 years of experience in administrative support or customer service, ideally in employee benefits, insurance, or HR-related fields.
• Strong organizational and time management skills, with the ability to prioritize tasks and meet deadlines in a fast-paced environment.
• Excellent written and verbal communication skills, with a keen attention to detail and accuracy.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint); experience with CRM and benefits administration software preferred.
• Ability to work effectively both independently and as part of a collaborative team.
• Commitment to providing exceptional customer service and building positive relationships with clients.

Responsibilities

• Provide administrative support to Account Managers and Account Executives in the servicing of client accounts.
• Prepare and maintain client files, ensuring that enrollment data, eligibility lists, plan documents, and correspondence are complete, accurate, and up to date.
• Process employee benefit enrollments, terminations, and changes within benefits administration systems, verifying eligibility and ensuring data accuracy.
• Assist in the preparation and distribution of client communications, including open enrollment materials, renewal packets, and compliance notices.
• Coordinate with insurance carriers and vendors to gather information, confirm coverage details, and resolve routine issues.
• Support the renewal process by organizing data, updating plan summaries, and assembling client presentations.
• Generate and proofread reports, spreadsheets, and billing statements to ensure accuracy prior to client delivery.
• Schedule and coordinate meetings, calls, and internal follow-ups for the Account Management team.
• Maintain task lists, calendars, and timelines to ensure deliverables are completed accurately and on schedule.
• Assist with special projects and administrative tasks as needed, contributing to the efficiency of the department.

Benefits

• Competitive salary commensurate with experience
• Comprehensive benefits package, including health, dental, and vision insurance
• Retirement savings plan with employer match
• Paid time off and flexible work arrangements
• Professional development and career growth opportunities
• Collaborative and supportive work environment

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level