Associate Account Services Coordinator
About The Position
The Associate Account Services Coordinator supports the Account Services team by providing administrative, operational, and customer service support to internal and external customers. The role processes customer requests—including benefit summaries, administrative changes, contact updates, requests for information, and other account-related activities—with accuracy and efficiency. Working with Account Services Coordinators, Account Managers, and cross-functional teams, the coordinator helps maintain accurate customer account information, resolve inquiries in a timely manner, and deliver a strong customer experience. The role also helps maintain customer relationships and supports the success of the Account Services organization. The work schedule is Monday through Friday, 8:00 a.m. to 4:45 p.m. Eastern Time. This is a hybrid position requiring attendance at the Alpharetta, Georgia, or Camp Hill, Pennsylvania, office as business needs arise.
Requirements
- High school diploma or GED.
- Strong customer service and interpersonal skills, including the ability to build positive relationships and collaborate with internal and external customers.
- Excellent written and verbal communication skills, including the ability to interpret, summarize, and communicate information clearly and professionally.
- Strong organizational, time-management, and multitasking skills; ability to prioritize competing assignments, meet deadlines, and follow through.
- Attention to detail and accuracy; ability to manage complex information, maintain records, and handle confidential data appropriately.
- Critical thinking, problem-solving, and research skills, including the ability to independently resolve issues and identify process improvements.
- Ability to work independently and collaboratively across teams and adapt to changing priorities, business needs, and established procedures.
- Proficiency in Microsoft Office applications, including Outlook, Excel, Word, PowerPoint, and Teams.
- Familiarity with AI-powered tools such as Microsoft Copilot, ChatGPT, or Claude, or willingness to learn and use emerging technologies to improve productivity and efficiency.
Nice To Haves
- 3–5 years of related experience in sales support, account management, customer service, or administrative/client support.
- Experience providing direct or indirect support to internal and external customers.
- Experience in healthcare, health insurance, dental insurance, or a related industry.
- Familiarity with Delta Dental products and services, dental benefit plans, or competitor offerings.
- Knowledge of service guarantees, Summary Plan Descriptions (SPDs), and contractual language.
- Familiarity with Current Dental Terminology (CDT) codes and dental terminology.
- Previous experience supporting sales teams or account management functions.
- Experience using AI-powered tools such as Microsoft Copilot, ChatGPT, Claude, or similar technologies to support productivity and workflow efficiency.
Responsibilities
- Process administrative and non-rated changes to existing customer accounts, including contact updates, benefit summaries, requests for information, and other account-related activities, accurately and on time.
- Develop and maintain working knowledge of Delta Dental products, plan designs, benefit structures, and system configurations to support customer requests.
- Partner with Account Services Coordinators, Account Managers, and cross-functional teams to gather information, resolve inquiries, and support customer needs.
- Research, investigate, and resolve customer inquiries and account-related issues using internal systems, workflows, and available resources.
- Communicate information and resolutions clearly, accurately, and professionally to internal and external customers.
- Assist with gathering and organizing data for customer presentations, reports, and other account management activities.
- Support open enrollment meetings, including occasional virtual presentations or presentations at customer locations, as needed.
- Maintain accurate customer account information and documentation in organizational systems and follow established processes and procedures.
- Identify opportunities to improve administrative processes, efficiency, and the customer experience.
- Participate in special projects and perform additional duties as assigned.
Benefits
- Competitive base and incentive pay.
- 401(k) with matching and non-matching contributions.
- Medical and pharmacy benefits.
- Employer-paid dental and vision benefits.
- Holistic wellbeing program with financial incentives.
- Paid time off, 12 paid holidays, and birthday off.
- Career development and learning opportunities.
- Tuition reimbursement.
- Recognition program.
- Adoption assistance.
- Fertility treatment assistance.
- Child, elder, and pet care assistance.
- Social responsibility and volunteer opportunities.
- Employee discount program.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
