Account Coordinator Employee Benefits
1 month ago
Status Category:
**Full-Time**
- Exempt/Non-Exempt:
**Non-Exempt**
- Scheduled Hours Per Week:
**40**
- Job Code:
**BI0118**
With over 120 offices and nearly 7,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.
CBIZ is honored to be the recipient of several national recognitions for 2023:
- Best and Brightest Companies to Work for in the Nation
- Top Workplaces USA
- Best Places to Work in Insurance
- Best and Brightest Companies in Wellness
- Great Place to Work Certification
CBIZ Benefits & Insurance Services is a division of CBIZ, Inc., providing benefits consulting, HRIS technology, payroll, human capital management, property and casualty, talent and compensation solutions, and retirement plan services to organizations of all sizes. CBIZ is ranked as a Top 20 Largest Broker of U.S. Business (Business Insurance Magazine) and a Top 100 Retirement Plan Adviser (PLANADVISER).
**Position Overview**:
The Account Coordinator at CBIZ Employee Benefits plays a pivotal role in ensuring the seamless delivery of services to our valued clients. This position offers an exceptional entry point for individuals aspiring to build a career in the employee benefits industry. You will work closely with seasoned benefits professionals and be provided with a team of peers to support your growth, gaining invaluable insights and experience.
**Key Responsibilities**:
- Client Relationship Management:
- Provide essential back-end administrative support for client accounts, ensuring smooth operations and timely responses to team requests.
- Collaborate closely with Account Managers and Account Executives to understand client needs and preferences, assisting in the execution of tailored solutions.
- Participate in client calls as needed, supporting Account Managers and Account Executives in presenting information and addressing client concerns
- Maintain thorough documentation of client interactions and activities, ensuring all relevant information is accurately recorded and accessible to the client-facing team.
- Communication & Administrative Support:
- Assist in the preparation and updating of employee benefits communications, including benefit guides, flyers, supplements, etc.
- Pull claims reporting data for account teams to identify trends and opportunities for improvement.
Client Data Management: Maintain accurate and up-to-date client records, ensuring the integrity and confidentiality of sensitive information.- Collaborative Teamwork:
- Work closely with internal teams, including account managers and account executives, to ensure the seamless execution of client deliverables.
- Participate in team meetings by taking notes, contribute to discussions when necessary, and share insights to enhance overall client satisfaction.
- Licensure:
- To progress in this position, Account Coordinators are expected to study for and pass the Life and Health Insurance Exam.
**Preferred Qualifications**
- Bachelor's degree in business, Human Resources, communications, or related field preferred.
- Strong organizational and multitasking abilities.
- Excellent written and verbal communication skills.
- Proficient in Microsoft Office Suite and familiarity with client management software is a plus.
- Ability to work collaboratively in a team-oriented environment.
- Eagerness to learn and adapt to a dynamic, fast-paced industry.
**Minimum Qualifications**
- High School Diploma or GED required.
- 1-2 years of relevant work experience in the insurance industry.
- Ability to work in a team environment as well as independently.
- Must maintain current required licenses and certifications relevant to field of expertise.
- Proficient use of applicable technology.
- Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally.
LI-TW1 #LI-Hybrid
CBIZ.Jobs Category: Benefits & Insurance
**REASONABLE ACCOMMODATION**
**EQUAL OPPORTUNITY EMPLOYER**
PAY TRANSPARENCY PROTECTION NOTIFICATION
We have other current jobs related to this field that you can find below
-
Employee Benefits Coordinator
1 month ago
Chicago, United States United Benefit Advisors Full timeThe Strategic Solutions Coordinator will work with vendor partners (UBA Alliances) to improve their value to UBA Partner Firms. Reporting to the Director of Strategic Solutions and working with an internal staff team and committees of volunteers from the partnership, the individual in this role will support initiatives designed to highlight innovative...
-
Account Executive
2 months ago
Chicago, United States General Search & Recruitment Full timeJob DescriptionJob DescriptionAccount Executive - Employee Benefits Deerfield, IL Full-time, Hybrid RoleThis client company, a dynamic and growing insurance firm, is seeking a skilled and experienced professional for the position of Account Executive in the Employee Benefits division.This role is crucial in managing larger groups, with a focus on preferred...
-
Account Manager, YMCA Employee Benefits
2 months ago
Chicago, United States YMCA of Greater Indianapolis Full timeGENERAL FUNCTIONS Source, secure and maintain YMCA accounts under the YMCA Employee Benefits’ (YEB) programs. Develop customer relationships with prospective and current accounts to ensure satisfaction of YEB programs and ultimate retention. This position works with the Director, Sales and Service and the Senior Client Manager to establish consultative...
-
Employee Benefits Account Executive
1 month ago
Chicago, United States USI Insurance Services Full timeGeneral Description: Manage complex clients as the primary service contact. Responsible for client satisfaction, providing excellent customer service and leadership to accounts. Includes strategic planning responsibilities. Major Responsibilities: Manage a complex book of business with various funding methods, advanced contract features and structure that...
-
Senior Account Manager-Employee Benefits
2 months ago
Chicago, United States Lockton Companies Full timeSenior Account Manager-Employee Benefits At Lockton, we’re passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We’re active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can...
-
Employee Benefits Account Manager
3 weeks ago
Chicago, United States Symphony Risk Solutions LLC Full timeJob Description Job Description Symphony Risk Solutions seeks the ideal candidate for an Account Manager position within Symphony Consulting, our specialty business focused on the employee benefits needs of businesses. This position will manage Symphony Consulting client accounts and requires the right candidate to be a self motivator and possess a strong...
-
Employee Benefits Account Manager
1 month ago
Chicago, United States Symphony Risk Solutions LLC Full timeJob DescriptionJob DescriptionSymphony Risk Solutions seeks the ideal candidate for an Account Manager position within Symphony Consulting, our specialty business focused on the employee benefits needs of businesses. This position will manage Symphony Consulting client accounts and requires the right candidate to be a self motivator and possess a strong work...
-
Senior Account Executive
2 months ago
Chicago, United States General Search & Recruitment Full timeJob DescriptionJob DescriptionSenior Account Executive - Employee Benefits Location: Chicago, ILAre you an experienced professional in employee benefits consulting? Our client seeks a Senior Account Executive to join their team in Chicago, IL. In this role, you'll engage with clients daily, foster strong relationships, and serve as a trusted advisor on...
-
Senior Employee Benefits Account Manager
2 weeks ago
Chicago, United States Capstone Search Group Inc Full timeAbout the Role Senior Employee Benefits Account Manager opening with a Top 100 independent insurance broker that offers a diversified portfolio of property and casualty, health and welfare, and consulting services. As the lead client service manager for the Chicago sales team, you partner closely with account executives, sales executives, and agency leaders...
-
Employee Benefits Analyst/Account Manager
2 months ago
Chicago, United States General Search & Recruitment Full timeJob DescriptionJob DescriptionEmployee Benefits Analyst/Account Manager Chicago, Illinois Client Company:• Top National Employee Benefits Broker • Strong Market and Community Presence • Industry Leading Networks with Outstanding Hi-Value Customer Service • Focused on fulfilling its mission providing comprehensive, affordable, high quality employee...
-
Account Manager
1 week ago
Chicago, United States Marsh McLennan Agency Full timeAbout Marsh McLennan Agency Midwest Marsh McLennan Agency’s Midwest Region is a full-service brokerage providing business insurance, employee benefits, private client insurance, and retirement services to businesses and individuals across the country. MMA Midwest is consistently recognized as a top workplace, attracting and retaining its insurance talent...
-
Account Manager
2 months ago
Chicago, United States Marsh McLennan Full timeOverview The Account Manager is at the center of ensuring the successful delivery of exceptional service to our clients. Working with the Producer and/or Account Executive, they plan, execute, and track a customized service plan for each client. The Account Manager builds effective, personalized working relationships with clients and prospective clients,...
-
Account Manager
2 months ago
Chicago, United States Marsh McLennan Agency Full timeAbout Marsh McLennan Agency Midwest Marsh McLennan Agency’s Midwest Region is a full-service brokerage providing business insurance, employee benefits, private client insurance, and retirement services to businesses and individuals across the country. MMA Midwest is consistently recognized as a top workplace, attracting and retaining its insurance talent...
-
Senior Account Manager
2 weeks ago
Chicago, United States International Catalyst Services, LLC Full timeAbout Marsh McLennan Agency Midwest Marsh McLennan Agency’s Midwest Region is a full-service brokerage providing business insurance, employee benefits, private client insurance, and retirement services to businesses and individuals across the country. MMA Midwest is consistently recognized as a top workplace, attracting and retaining its insurance talent...
-
Account Manager-Employee Benefits
2 months ago
Chicago, United States Lockton, Inc. Full timeJob Summary: Description: Services designated book of business as relating to marketing, claims, and administration Responds to Client's inquiries, maintains documentation of communications, existing issues, and issue resolutions Supports implementation of new lines of coverage by setting up account, collecting needed documentation, and reviewing plan...
-
Account Manager-Employee Benefits
2 months ago
Chicago, United States Lockton, Inc. Full timeJob Summary: Description: Services designated book of business as relating to marketing, claims, and administration Responds to Client's inquiries, maintains documentation of communications, existing issues, and issue resolutions Supports implementation of new lines of coverage by setting up account, collecting needed documentation, and reviewing plan...
-
Chicago, United States Capstone Search Group Inc Full timeJob Description Job Description About the Role As Employee Benefits Assistant you serve an important role helping the service and sales team at a large, independent insurance agency with coordinating client service requests from clients. Your work will touch every step of the client experience, from preparing renewal information and rate spreadsheeting to...
-
Account Executive
2 months ago
Chicago, United States Marsh McLennan Companies Full timeDescription: About Marsh McLennan Agency Midwest Marsh McLennan Agency’s Midwest Region is a full-service brokerage providing business insurance, employee benefits, private client insurance, and retirement services to businesses and individuals across the country. MMA Midwest is consistently recognized as a top workplace, attracting and retaining...
-
Account Coordinator
4 weeks ago
Chicago, United States Valvoline Global Operations Full timeOverview: **Why Valvoline Global Operations?** Valvoline Global is a worldwide leader in automotive and industrial solutions, creating future-ready products and best-in-class services for partners around the globe. Established in 1866, we introduced the world’s first branded motor oil, claiming our position as The Original Motor Oil. As an affiliate of...
-
Director of Employee Benefits
2 weeks ago
Chicago, United States General Search & Recruitment Full timeJob Description Job Description Director of Employee Benefits Deerfield, IL (Greater Chicago Area) This client, a leading national firm in the insurance industry, is seeking a highly skilled and experienced professional for the position of Director of Employee Benefits. This is a leadership role focused on managing the key accounts team, consisting of more...
