About The Position

The Senior Account Coordinator position provides a wide variety of administrative support to a team of internal account managers and maintains a professional relationship with our external clients. Manages and maintains a minimal book of business consisting of small groups.

Requirements

  • 2+ years of employee benefits and account management experience in the insurance field preferred, including a strong understanding of current employee benefits, regulations, and industry standards
  • Commitment to continuous learning and professional development
  • Active Life & Health License required
  • Proficient with Microsoft Excel, Word, PowerPoint, and Outlook
  • Ability to Analyze and Solve Problems: Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely manner
  • Attention to Detail: A strong focus on completing tasks and projects accurately and thoroughly
  • Communication Skills: Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiences
  • Timely Task Completion: Ability to finish tasks and projects efficiently, managing resources and priorities effectively
  • Team Collaboration: Willingness to work together with others, promoting teamwork and supporting shared goals
  • Client Focus: Dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfaction
  • Dependability: Acknowledgment of the importance of being present and punctual.
  • Creative Thinking: Openness to suggesting new ideas and methods to improve processes and outcome
  • Organizational Skills: Capability to prioritize tasks and manage multiple projects simultaneously
  • Adaptability: Willingness to adjust to changing situations and priorities, showing resilience in a dynamic work environment

Nice To Haves

  • Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable

Responsibilities

  • Delivers outstanding customer service
  • Analyzes carrier information and maintains spreadsheets and carrier websites, and manages House Bill requests
  • Assists in marketing of accounts as directed by account managers
  • Assists with the preparation of reports, proposals, and other presentation materials
  • Audits billing statements for accuracy on behalf of clients
  • Generates open enrollment materials such as enrollment guides, election forms, personalized confirmation sheets, enrollment/change forms
  • Assists in processing necessary paperwork for submission to the carrier
  • Assists with compliance projects as directed by account managers
  • Completes special projects as assigned
  • Attends and presents at local enrollment/client meetings as needed
  • Manages and maintains a book of business that consists of minimum threshold accounts, including renewal processes, compliance, and ongoing service of accounts
  • Acts as mentor and leader for novice account coordinators, including providing training as requested
  • Maintains agency files accurately and consistently, processes incoming mail requests accurately and swiftly
  • Attends and completes any training sessions or assignments as required
  • Performs other related tasks as needed

Benefits

  • medical
  • dental
  • vision
  • prescription drug coverage
  • 401K
  • equity prescription plan
  • multiple supplemental benefits for physical, emotional, and financial wellbeing
  • Company paid holidays
  • PTO
  • Employee Wellness Program
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