About this role
Role Overview
- 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
- Participate in client calls as needed, supporting Account Managers and Account Executives in presenting information and addressing client concerns
- Maintain thorough documentation of client interactions and activities, ensuring all relevant information is accurately recorded and accessible to the client-facing team
- Assist in the preparation and updating of employee benefits communications, including benefit guides, flyers, supplements, etc.
- Pull claims reporting data for account teams to identify trends and opportunities for improvement
- Maintain accurate and up-to-date client records, ensuring the integrity and confidentiality of sensitive information
- 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
- To progress in this position, Account Coordinators are expected to study for and pass the Life and Health Insurance Exam
Requirements
- 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