Account Service Coordinator
2 weeks ago
Salary: $65K to $85K plus 10% bonus
Excellent Benefits
Hybrid (on site to start)
Position Summary
The Account Service Coordinator is a role that supports the entire Employee Benefits Account Management team to execute the strategic deliverables for the companys brokers/clients. The position is responsible for monitoring all tasks and deliverables and maintaining all project plans for assigned tasks. This position works with internal teams as well as outside partners as necessary and is a part of the companys account management team.
Job Responsibilities:
Interfaces with entire account management team to support client service and renewal efforts
Accesses database to create reports on a regularly scheduled basis.
Audits data as requested
Follow up with carriers regarding reporting requests and/or questions
Maintain proper filing and documentation processes
Responsible for following role specific CRM workflows including proper document management
Foster and maintain effective communication amongst the entire team. Share information / Ask questions / Seek clarity
Attend department meetings to keep current on the activities of sales and service
Perform other duties and projects as may be required
Escalate issues to the appropriate resources to resolve issues.
Oversee the maintenance of current and historical plans, process maps, rates, plan documents and other pertinent client information in Salesforce to maintain the integrity and accuracy of the system.
Complete and provide scheduled reporting tasks (monthly, quarterly, semi-annually)
Identify, assess, resolve, and/or escalate issues, concerns or challenges as needed.
Essential Requirements for Education and/or Experience:
Bachelors Degree
1-3 years experience in a consulting, brokerage, or insurance company environment
PA Life, Accident & Health Insurance license (or able to acquire within 90 days)
Self-Funded benefits experience preferred
Specialized Knowledge/Beneficial Skills and Experience:
Excellent customer service skills with a high level of customer focus, motivation and follow through
Ability to work in a fast-paced environment with excellent prioritization, project management, problem solving and time management skills
Works equally well autonomously or as part of a team
Resourceful and inquisitive
Excellent written and oral communication
Proficient in Microsoft Office Suite (Outlook, PowerPoint, Word, Excel)
Strong analytical skills and the ability to pay attention to details
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