Provide daily administrative and operational support to the Account Management team, with a strong focus on vision retiree clients.
Assist in managing Key accounts alongside senior account managers.
Pull ID cards, plan documents, and group/member bills on request.
Complete Broker of Record (BOR) forms, change requests, and other documentation using Smartsheet and internal systems.
Monitor incoming service requests and ensure timely follow-up and resolution.
Help maintain account records, contact information, and task tracking across platforms.
Support project work as needed, such as open enrollment prep, reporting pulls, or group onboarding checklists.
Proactively identify administrative bottlenecks and work with the team to streamline processes.

Minimum 1-2 years in administrative, operations, or client support role-insurance or healthcare background strongly preferred.
High School diploma required; Experience working in insurance, benefits or administrative support preferred.
Proficiency in Microsoft Office Suite is a must, especially Excel, Word, PowerPoint, and Outlook.
Experience with Smartsheet, Salesforce, or similar workflow platforms a plus.
Strong written and verbal communication skills.
Ability to manage multiple competing deadlines.
Comfort working in shared inboxes and collaborative tools.
Familiarity with benefit administration, insurance terminology, or dental/vision products is a plus.
Proactive mindset – able to spot what needs doing before being asked.
A sense of urgency, paired with a high level of accuracy and attention to detail.
Ability to work independently while supporting a team with high-volume workloads.

Excellent medical, dental, supplemental health, life and vision coverage for you and your dependents with no wait period.
Life and disability insurance.
A great 401(k) with company match.
Tuition assistance, paid parental leave and backup family care.
Dynamic, modern work environments that promote collaboration and creativity to develop and empower talent.
Flexible time off, dress code, and work location policies to balance your work and life in the ways that suit you best.
Employee Resource Groups that advocate for inclusion and diversity in all that we do.
Social responsibility in all aspects of our work. We volunteer within our local communities, create educational alliances with colleges, drive a variety of initiatives in sustainability.

Core Accounts Coordinator

Key skills