Account Coordinator – Small Group Benefits

This is a fully remote position, open to applicants in United States.

📋 Description

• Assist producers and account managers with the processing of new business, the renewal of existing accounts, and daily account services for clients.

• Act as an advocate for clients and their employees by building positive relationships with carriers and promoting ongoing education.

• Provide administrative assistance and customer service support.

• Generate census files for proposals and renewals.

• Handle individual and group application processing.

• Draft general correspondence for clients and carriers.

• Engage with clients to address inquiries related to service accounts.

• Maintain professional relationships with clients and carrier representatives through outstanding customer service.

• Organize necessary resources to meet the management needs of clients.

• Adhere to agency management system data standards and ensure data integrity by entering and maintaining accurate information promptly.

• Execute other tasks as assigned.

⛳️ Requirements

• High School diploma or an equivalent combination of education and experience.

• Minimum of two (2) years of relevant work experience.

• Expected to fulfill Career Path requirements as outlined by the supervisor, including obtaining Group 1 licensing.

• Exceptional verbal and written communication skills.

• Strong customer service abilities, encompassing telephone and listening skills.

• Competence in problem-solving and time management.

• Ability to think critically and exercise good judgment to swiftly identify and prioritize key issues.

• Capability to collaborate within a team and promote teamwork.

• Skill in prioritizing tasks across multiple projects and deadlines.

• Proficient in the Microsoft Office Suite.

🏝️ Benefits

• Competitive salary and performance-based incentives.

• Comprehensive health benefits including medical, dental, and vision coverage.

• Retirement savings plan with employer matching.

• Opportunities for professional development and career advancement.

• Flexible working hours and remote work options.