Employee Benefits Account Coordinator-Small B

Lawley Services Inc•Buffalo, NY

1d•$45,000 - $72,738•Hybrid

About The Position

This role is responsible for managing and retaining a book of small accounts (2-25 lives) without producer involvement, serving as the primary contact between clients and carriers. The position involves preparing digital meeting materials, tracking outstanding items, facilitating carrier paperwork for new and renewing business, and assisting in the coordination of virtual client presentations. A key aspect of the role is maintaining accurate documentation in Salesforce CRM and supporting client retention goals.

Requirements

3 years’ experience in employee benefits, customer service or account management preferred
Bachelor’s degree and Life Accident and Health license preferred; ability to obtain in 90 days
Ability to prioritize and strong time management in a fast‐paced environment
Persuasive communication style and ability to communicate complex messages with a wide range of audiences on an internal and external basis (both written and verbal)
Strong PC skills required including Microsoft Word, Excel and PowerPoint and the ability to learn systems in an effective and efficient manner.
Salesforce CRM experience a plus
Ability to work well independently and on a team
Positive attitude, even in a fast‐paced environment
A passion to make customers and coworkers feel important and valued
Capability to work quickly and efficiently
Methodical, yet swift decision‐making skills

Responsibilities

Manage and retain a book of small (2-25 lives) accounts without producer involvement
Primary contact between client and carrier
Prepare digital meeting materials
Track outstanding items and ensure follow-through from appropriate parties
Facilitate carrier paperwork for new business, renewing business, and ad hoc requests
Assist in coordinating and managing virtual client presentations
Maintain complete and accurate documentation in CRM (Salesforce)
Support client retention goal of 95%
Proactively manage the renewal timeline for clients
Facilitate implementation of new clients
Expand and grow in your role when supporting miscellaneous duties as requested