Associate Account Services Coordinator - California

Delta Dental • Cerritos, CA

15h

About The Position

At Delta Dental, our success is built on strong relationships, operational excellence, and an unwavering commitment to our customers. As an Associate Account Services Coordinator, you will play an essential role in delivering on that promise. This position is ideal for a detail-oriented professional who thrives behind the scenes yet understands the direct impact their work has on client satisfaction and retention. You will serve as a key partner to Account Managers and Account Services Coordinators, ensuring client requests are executed accurately, efficiently, and with a service-first mindset. From benefit summaries to administrative updates, your work will help create a seamless client experience and strengthen the foundation of our business. If you enjoy solving problems, collaborating across teams, and contributing to a high-performing service organization, this role offers meaningful opportunity to grow and make an impact.

Requirements

• High school diploma or equivalent required.
• 3–5 years of experience in Sales, Account Management, or administrative/client support roles preferred, including direct and indirect client interaction.
• Insurance license may be required in some states.
• Strong working knowledge of Microsoft Office, with demonstrated proficiency in Excel and Word.
• Strong customer service mindset with excellent written and verbal communication skills.
• Exceptional organization, time management, and multitasking abilities.
• A detail-oriented, solutions-focused approach with strong follow-through.
• Confidence working independently while collaborating effectively across teams.
• Ability to handle detailed data accurately and maintain confidentiality.
• A professional, courteous, and helpful demeanor in all interactions.
• Ability to work a schedule of Monday - Friday, 8 a.m. to 5 p.m. pacific. and to come into the local office as needed.

Nice To Haves

• Familiarity with Delta Dental and competitor products, service guarantees, Summary Plan Descriptions (SPDs), contractual language, Current Dental Terminology (CDT) codes, and dental terminology preferred.

Responsibilities

• Own the accurate processing of administrative and non-rated changes for existing accounts, ensuring timely updates to benefit structures, contact information, and account data.
• Develop deep knowledge of system configuration, plan designs, products, and customer benefit structures to confidently support client needs.
• Prepare benefit highlight summaries and respond to client information requests with clarity and precision.
• Partner with cross-functional teams to gather insights and data for presentations, reporting, and issue resolution.
• Research and resolve client inquiries using internal systems and workflows, communicating solutions clearly and professionally.
• Translate complex internal information into concise, client-friendly responses.
• Support open enrollment meetings and, as needed, assist with or deliver presentations in both in-person and virtual settings.
• Contribute to special projects that enhance operational efficiency and strengthen client support processes.
• Actively participate in team meetings and trainings.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED