Account Coordinator – Employee Benefits

Role Overview

• Provides ongoing administrative support and coordinates with Account Managers and other service team members to ensure that clients receive all key deliverables in a timely and accurate manner
• Serves as a client advocate and a primary point of contact for assigned accounts
• Assists in managing client expectations, service commitments, and anticipates needs of the client
• Answers correspondence related to client’s employee benefit plans in a timely manner
• Documents all client interaction and updates client service logs
• Meets with clients and insurance company representatives as requested
• Maintains client files accurately and consistently, responsible for proper documentation of files and proper communication in accordance with company workflow, procedures and best practices
• Quickly identifies and resolves basic client service issues, conducting research, and resolving participant benefit issues
• Conducts research on billing issues on behalf of clients
• Coordinates with the clients on the accumulation of census data, history of plans, and all other data for insurance carrier quotes
• Researches client issues by contacting carriers and vendors on behalf of the client and determines when issues need to be escalated
• Creates client monthly, quarterly and annual reports utilizing Relation templates and software
• Provides client compliance support including ACA, SPD preparation, 5500 filings and actuary reports
• Manages open enrollment and the preparation of presentation materials, employee handouts, and other informational tools for client meetings
• Assists with the creation of client presentations using Excel and PowerPoint to summarize client data obtained from vendors or Relation Account Managers
• Assists in the Request for Proposal (RFP) process by partnering with clients and ensuring timely responses from vendors
• Assists in the review of external vendor contracts, summary plan documents, and employee communications to ensure alignment with client expectations and legal requirements
• Reviews Summary Plan Descriptions (SPD) from the carrier and compares it to the client's benefits for accuracy; follows up with the carriers to make any necessary changes are made
• Assists with creating spreadsheets and premium allocations
• Prepares summaries of insurance with guidance from Account Manager and other service team members
• Recommends process improvements as needed
• Performs other projects, duties, and tasks, as assigned.

Requirements

• A Life, Health and Accident License from state of domicile is required upon hire or within 90 days of hire and must be maintained thereafter
• High School Diploma or equivalent required
• Minimum of 5+ years of Customer Service experience
• Previous Life, Health and Accident experience
• Bilingual (English/Spanish) preferred; may be required, depending on location
• Working knowledge of insurance markets, products, services insurance ratings and underwriting procedures
• Prior experience with agency management systems software and online rating systems
• Proficient to advanced skills in using computers, Microsoft Office Suite (emphasis on Excel and PowerPoint) and online rating systems
• Excellent interpersonal and communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors, and others
• Ability to work independently with limited daily supervision and to work effectively in a team environment
• Ability to function effectively under tight time constraints, consistently meets strict deadlines, prioritize, and handle multiple tasks in a demanding work environment.

Benefits

• Competitive pay
• A safe and healthy work environment provided by our robust benefit program including family health and wellness programs
• 401K
• employee assistance programs
• paid time off
• paid holidays