Account Coordinator

AmeriLife•Overland Park, KS

About The Position

The Account Coordinator is responsible for assisting with the successful implementation and ongoing coordination of the benefit plan offerings, communication and administration services that we deliver to our client group accounts. The Account Coordinator works directly with the Account Executive Team Leader to assist in the execution of various tasks and milestones associated with the annual open enrollments inside their assigned client groups. Account Coordinators should be committed to customer satisfaction. They engage with existing and prospective clients across multiple communication channels to understand their needs, ensure service expectations are being met, and provide timely follow-up to support strong client relationships. They develop comprehensive product knowledge, understanding the application and use of internal benadmin enrollment technology, and deploy strong project management skills that are necessary to fully support the Account Executive. To be a successful Account Coordinator, you should be proactive, positive, and passionate about company offerings and how they create value for clients. Top applicants will be skilled verbal and written communicators with excellent presentation, customer service, time management, and computer skills. The following reflects management’s definition of essential functions for this job but does not restrict the tasks that may be assigned. Management may assign or reassign duties and responsibilities to this job at any time for business reasons.

Requirements

Bachelor’s degree or equivalent; minimum 3 years of experience in the employee benefit or life / health insurance industry preferred
Must obtain and preserve required licenses/certifications as required
Familiar with a variety of insurance industry concepts, practices and procedures.
Able to multitask, prioritize, and manage time efficiently
Able to work in a fast-paced, team environment as well as independently
Proficiency in Microsoft Outlook, Word, Excel and PowerPoint and applicable technology
Strong interpersonal skills; effective oral and written communications both internally and externally
Flexibility and adaptability; energetic and self-driven

Nice To Haves

Experience in working with Benefit Enrollment / Benefit Administration Systems is a plus

Responsibilities

Enter and Manage all case related tasks and activities in the company’s CRM system including all case specific documents related to the plans and administration services provided to assigned group accounts
Handles all service and eligibility related issues related to their assigned client account’s in working with internal service team members to ensure positive resolution.
Works with internal sales team to fulfill case specific proposals or RFP requests for both product and services to be delivered
Responsible for assisting with the setup of client group case enrollments by working with the client group and internal teams in order to gather all pertinent information and ensure successful delivery of the enrollment system for the open enrollment
Create and manage client employee benefit communication aspects including the setup and oversight of the benefit portals, ensuring accurate plan data and resource updates
Coordinates the activities and tasks related to the annual open enrollment project plan in conjunction with the Account Executive and corresponding client representative(s) to ensure successful implementation.