Account Service Coordinator

Crumdale Specialty•Paoli, PA

18d

About The Position

The Account Service Coordinator is responsible for providing prompt, accurate, first in class service to clients, providers, and partner companies. In this role you will assist our benefits consulting team in providing stellar service/administrative support to our book of business.

Requirements

Bachelor’s Degree
2+ years’ experience in a consulting, brokerage or insurance company environment preferred
Proficient with Microsoft Word, Excel, Power Point, Outlook and Adobe
PA Life, Accident & Health Insurance license (or able to acquire within 90 days)

Nice To Haves

Self-Funded experience preferred, but not mandatory
Excellent customer service skills with a high level of customer focus, motivation and follow through
Ability to work in a fast-paced environment with excellent prioritization, project management, problem solving and time management skills
Works equally well autonomously or as part of a team
Resourceful and inquisitive
Excellent written and oral communication
Strong analytical skills and the ability to pay attention to details

Responsibilities

Provide outstanding customer service to our clients and broker partners
Responsible for servicing Group Benefits accounts following all agency systems and procedures and insurance company regulations.
Respond to customer and insurance company requests in a professional manner and on a timely basis.
Oversee, facilitate, and execute implementation documents with Account Management team
Develop and review SPD’s and agreements/contracts for accuracy
Electronic filing, fil set up, file maintenance in CRM and electronic file structure
Backup other positions as necessary.
Be familiar with and follow agency E&O procedures and guidelines
Any other projects or duties assigned by management