Account Coordinator

We are seeking a detail-oriented and proactive Account Coordinator to join our Employee Benefits team. In this mid-level role, you will manage and support day-to-day operations for a portfolio of client accounts, ranging from small to large groups. You will collaborate closely with Account Managers, Account Executives, clients, and carriers to ensure smooth processes, accurate data, and exceptional client service. 

Key Responsibilities: 

Client Service & Communication 

• Manage daily communication with assigned client accounts, ensuring timely and effective service delivery 

• Respond promptly and professionally to service needs of clients and the account management team. Communicate via email, phone, and video conferencing. 

• Occasional need to attend onsite client meetings with team.  

System Management & Administration 

• Gain expertise in and utilize Employee Navigator and BenefitPoint systems to manage employee benefits 

• Provide training to HR users on operating benefit administration systems 

• Maintain electronic filing and required data in agency management systems 

• Prepare basic census data using Excel for carrier coordination 

Enrollment & Carrier Coordination 

• Support Account Managers with enrollment needs for assigned accounts 

• Resolve carrier discrepancies for automated lines of coverage 

• Address discrepancies from third-party enrollers promptly and accurately 

• Coordinate with carriers to establish portal access for new groups 

• Oversee the enrollment census process with multiple carriers 

• Process close-outs with carriers on tight deadlines 

• Conduct and finalize close-out audits within 45 days of the renewal date 

• Prepare deliverables and marketing materials to distribute to clients 

Qualifications: 

Required: 

• High school diploma 

• 1-2 years of experience within client facing administration or management.  

• Preference for experience in employee benefits, human resources, insurance, or a related field 

Preferred: 

• Life, Accident, and Health Insurance License (or ability to obtain within 1 year of employment) 

• Bachelor's degree 

• Prior experience with benefit administration platforms (Employee Navigator, BenefitPoint, or similar) 

Skills and Attributes: 

• Exceptional attention to detail and organizational skills 

• Strong problem-solving abilities and a proactive mindset 

• Basic Excel proficiency for census data management 

• Proficiency in MS Office 

• Comfortable working with technology and learning new systems 

• Ability to manage deadlines and multitask in a fast-paced environment 

• Ability to train and support clients with varying levels of system knowledge 

• Excellent written and oral communication skills, with the ability to engage professionally via multiple channels 

Why Join Us? 

This offers the opportunity to work with diverse client accounts and develop expertise in employee benefits administration. For motivated individuals, there are opportunities for career advancement and growth within our expanding organization. You'll work alongside experienced professionals and contribute to delivering exceptional service to businesses in our community. 

What We Offer: 

• Medical/dental/vision/life insurance 

• 401k matching program 

• Health Savings Account funding and voluntary insurance options 

• Professional development and learning opportunities 

• Growth opportunities within a growing organization 

• A motivated, collaborative team environment