Team Lead, Account Coordinator

Role Overview

• Responsible for assisting with the coordination of the implementation of new groups and overall servicing of account issues for existing clients and brokers.
• Responsible for producing educational materials, resolving claims/service issues.
• Responsible for providing administrative support to the Client Services department.
• Responsible for assisting with the communication with internal staff on any plan design changes, renewal changes, or other relevant information to ensure the plan runs smoothly for each client.
• Supervising and training the Account Coordinator team
• Assigning projects to the Account Coordinator team
• Working with the Director of Client Services and Vice President of Client Services to report escalations
• Identifying areas of opportunity and areas of concern with the team
• Tracking PTO for the team and maintaining a PTO tracker
• Coordinating with the Vice President and Director to approve PTO for all Client Services staff, including Account Executives (AEs), Account Managers (AMs), and Account Coordinators (ACs)

Requirements

• High School Diploma or equivalent
• Two or more years’ related work experience
• Flexible schedule in order to participate in employee benefit fairs as requested
• Must be able to travel within the New England area as required
• Ability to coordinate with management as effectively as with subordinates
• Ability to multitask efficiently and accurately
• Ability to prioritize and multitask effectively
• Communicates effectively, both verbally and in writing
• Ability to work both independently and as a member of the team
• Ability to anticipate and understand systems interactions
• Must be detailed, analytical and accurate
• Recognize the need for follow-thru and follow-up
• Ability to work within specified timeframe and meet deadlines
• Recognize and maintain confidentiality of work materials as appropriate
• Experience in healthcare industry a plus
• Proficient in Microsoft Office, including Word, Excel, Outlook and PowerPoint.

Benefits

• Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the duties and responsibilities of the position.