Employee Benefits Account Coordinator

Description

CU Benefits Alliance, an employee benefits consultancy and subsidiary of Maps Credit Union, seeks a full-time Employee Benefits Account Coordinator to support the delivery and execution of employee benefit programs.

This role is designed as an early-career to mid-career development role for professionals building expertise in employee benefits and consulting. The Account Coordinator supports Consultants by playing a critical role in enabling high-quality client outcomes through operational excellence, benefit administration, renewals, and carrier coordination. The role partners closely with Consultants and contributes to client work through preparation, analysis, and follow-through, with increasing exposure to client strategy as experience grows.

This is a hybrid position within a small, collaborative team of employee benefits professionals.

Key responsibilities include:

Operational & Analytical Support

· Support renewal and plan year activities through data collection, organization, and preparation.

· Collect and manage RFP materials, census data, plan designs, and carrier documentation.

· Track commissions and ensure accurate reporting and reconciliation.

· Prepare benefit summaries, plan comparisons, and internal materials.

· Maintain accurate records across internal systems and carrier platforms.

Carrier and Vendor Coordination

· Coordinate with health insurance carriers and vendors to support quoting, renewals, and plan setup.

Claims and Issue Support

· Assist with claims research, documentation, and carrier follow-up.

· Identify trends or recurring issues for escalation and discussion with the team.

Compliance and Industry Support

· Stay informed on healthcare regulations and compliance requirements.

· Support documentation and internal processes related to regulatory standards.

Team and Process Support

· Partner closely with Consultants on client preparation and execution, including open enrollment activities and delivering employee benefits meetings.

· Support onboarding of new accounts and internal process improvements.

· Contribute to consistent, scalable service practices.

Career Development Path:

This role supports a clear progression toward a Consultant position, aligned with CU Benefit's size and operating model.

Account Coordinator

• Builds foundational knowledge of employee benefits, carriers, and internal processes.
• Develops strong organizational, operational, and communication skills.
• Supports client work through preparation, documentation, and follow-through.
• Assists with reporting preparation and data organization to support renewals and plan performance reviews.
• Provides consulting operations support, including scheduling, meeting logistics, document coordination, and internal follow-through.

Account Manager

• Expands responsibility for renewals, plan year activities, and carrier and vendor coordination.
• Partners closely with Consultants to support the execution of the annual consulting calendar.
• Prepares client materials, including benefit summaries, plan comparisons, and renewal documentation.
• Builds confidence in interpreting benefits reporting and supporting financial review preparation.
• Demonstrates increasing ownership of timelines, deliverables, and service consistency across assigned clients.

Senior Account Manager

• Expands responsibility in client preparation and strategic support.
• Participates more actively in client meetings alongside Consultants.
• Deepens expertise across plan design, renewals, vendor management, and data analysis.
• Contributes to plan performance reporting and renewal modeling support.
• Develops stronger client-facing judgment and strategic thinking in preparation for a Consultant role.

Consultant

• Leads client relationships and strategy.
• Serves as the primary advisor and decision partner.
• Drives long-term benefits outcomes, renewal strategy, and executive-level communication.
• Supports client growth, retention, and strategic partnership.

Progression amongst roles reflects demonstrated capability, readiness, and business needs.

Requirements

Knowledge, Skills & Abilities Required:

· Strong organizational and project management skills

· High attention to detail and accuracy

· Ability to manage multiple priorities and deadlines

· Clear written and verbal communication skills

· Professional judgment and discretion

· Collaborative, team-oriented approach

Qualifications:

· Experience supporting employee benefits programs or related work

· Experience with health insurance carriers and benefit administration

· Knowledge of group medical, dental, vision, life, and related products preferred

· Experience with fully insured and/or self-funded plans a plus

· Experience in financial services or credit union environments a plus

· Demonstrated ability to use Microsoft Office tools to analyze data, create executive-ready materials, and manage complex workflows. 

· Willingness to obtain Life & Health insurance licensing as part of professional development  

Starting exempt pay range: $75,000 - $79,000 per year, depending on relevant experience.
 

Work schedule: Monday – Friday, business hours. This is a hybrid work opportunity.

To show our appreciation to employees, we offer:

· Medical, Dental, and Vision Insurance

· Health Savings Account (HSA)

· Flexible Spending Accounts (FSA)

· Employer-paid Life Insurance

· Employer-paid Short-Term and Long-Term Disability Insurance

· 401(k) retirement plan with employer matching

· Paid time off

· Paid holidays

· Employee Assistance Program

· Student loan paydown program

· Employee loan discount program

· Wellness incentives

About us:

At CU Benefits, we are innovators and strategists in designing, delivering, and managing employee benefits plans that empower credit unions' most valuable asset, their employees. With unmatched expertise in the employee benefits industry, our team understands the importance of making benefits both affordable and strategically aligned with the needs of businesses and their employees. Join us in redefining employee benefits with solutions that drive value, support well-being, and strengthen workplace success.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, genetic information, disability, status as a protected veteran, or any other protected category under applicable federal, state, and local laws.