Account Coordinator I Employee Benefits

Essential Functions and Primary Duties

• Client Relationship Management:
  • Provide essential back-end administrative support for client accounts, ensuring smooth operations and timely responses to team requests
  • Collaborate closely with Account Managers and Account Executives to understand client needs and preferences, assisting in the execution of tailored solutions
  • Maintain thorough documentation of client interactions and activities, ensuring all relevant information is accurately recorded and accessible to the client-facing team
• Communication & Administrative Support:
  • Assist in the preparation and updating of employee benefits communications, including benefit guides, flyers, supplements, etc.
• Client Data Management:
  • Maintain accurate and up-to-date client records, ensuring the integrity and confidentiality of sensitive information
• Collaborative Teamwork:
  • Work closely with internal teams, including account managers and account executives, to ensure the seamless execution of client deliverables
  • Participate in team meetings by taking notes, contribute to discussions when necessary, and share insights to enhance overall client satisfaction
• Licensure:
  • To progress in this position, Account Coordinators are expected to study for and pass the Life and Health Insurance Exam

Preferred Qualifications

• Bachelor's degree in business, Human Resources, communications, or related field preferred
• Strong organizational and multitasking abilities
• Excellent written and verbal communication skills
• Proficient in Microsoft Office Suite and familiarity with client management software is a plus
• Ability to work collaboratively in a team-oriented environment
• Eagerness to learn and adapt to a dynamic, fast-paced industry

Minimum Qualifications

• High School Diploma or GED required
• 1-2 years of relevant work experience in the insurance industry
• Ability to work in a team environment as well as independently
• Must maintain current required licenses and certifications relevant to field of expertise
• Proficient use of applicable technology
• Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally