Account Coordinator | Employee Benefits
1 month ago
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
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.
- 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.
- 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
-
Account Manager, Employee Benefits
1 month ago
Kansas City, United States Holmes Murphy Full timeWe are looking for candidates to participate in the 2024 Brainery Program. The Brainery is the first step on the path to a successful career at Holmes Murphy. Our philosophy is to hire top talent, and then teach them the fundamentals of the insurance industry and our client base. You will start with training for one week in our Waukee, Iowa headquarters and...
-
Senior Account Executive | Employee Benefits
1 month ago
Kansas City, United States CBIZ Full timeWith 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...
-
Senior Account Executive | Employee Benefits
1 week ago
Kansas City, United States CBIZ Full timeWith 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...
-
Employee Benefits Assistant Account Manager
2 weeks ago
Oklahoma City, United States INSURICA Full timeJob DetailsJob LocationOklahoma City - OKLAHOMA CITY, OKPosition TypeFull TimeEducation LevelHigh SchoolJob ShiftDayJob CategoryEmployee Benefits SupportDescriptionSUMMARY:The Employee Benefits Assistant Account Manager provides administrative support to colleagues, clients, and carriers in the Employee Benefits department. Must maintain service and sales...
-
Employee Benefits Assistant Account Manager
2 weeks ago
Oklahoma City, United States INSURICA Full timeJob DetailsJob Location Oklahoma City - OKLAHOMA CITY, OK Position Type Full Time Education Level High School Job Shift Day Job Category Employee Benefits Support DescriptionSUMMARY: The Employee Benefits Assistant Account Manager provides administrative support to colleagues, clients, and carriers in the Employee Benefits department. Must maintain service...
-
Employee Benefits Assistant Account Manager
1 week ago
Oklahoma City, United States INSURICA Full timeJob DetailsJob Location Oklahoma City - OKLAHOMA CITY, OK Position Type Full Time Education Level High School Job Shift Day Job Category Employee Benefits Support DescriptionSUMMARY: The Employee Benefits Assistant Account Manager provides administrative support to colleagues, clients, and carriers in the Employee Benefits department. Must maintain service...
-
Accounts Payable Coordinator
2 weeks ago
Kansas City, United States C&M Legal Search, LLC Full timeAccounts Payable Coordinator Our client has an immediate opening for an Accounts Payable Coordinator in their Kansas City office. The successful candidate will have 5 years or more in accounts payable experience in a professional services industry, be able to work in a fast paced, high-volume environment, and be able to adjust as needed to the firm's...
-
Accounts Payable Coordinator
7 days ago
Kansas City, United States C&M Legal Search, LLC Full timeAccounts Payable Coordinator Our client has an immediate opening for an Accounts Payable Coordinator in their Kansas City office. The successful candidate will have 5 years or more in accounts payable experience in a professional services industry, be able to work in a fast paced, high-volume environment, and be able to adjust as needed to the firm's...
-
Sr. Account Executive, Employee Benefits
3 weeks ago
Ohio City, United States Risk Strategies Full timeThe Senior Account Executive interacts with clients on a day-to-day basis while developing and maintaining relationships with both client and carrier representatives to develop and execute on the client's benefit strategy. The Account Executive will research, analyze, and evaluate medical, life, disability and other benefit plans and serve as the benefit...
-
Sr. Account Executive, Employee Benefits
1 week ago
Ohio City, United States Risk Strategies Full timeThe Senior Account Executive interacts with clients on a day-to-day basis while developing and maintaining relationships with both client and carrier representatives to develop and execute on the client's benefit strategy. The Account Executive will research, analyze, and evaluate medical, life, disability and other benefit plans and serve as the benefit...
-
Benefits Account Analyst
4 weeks ago
Kansas City, United States Brown & Brown Insurance Full timeBrown & Brown has an exciting opportunity available for a Benefits Analyst supporting our Kansas City, MO team! The Benefits Analyst will assist in servicing the needs of employee benefit clients. This includes daily service functions and frequent ad hoc requests, preparing requests for proposals and renewals of benefit coverages, and escalating issues as...
-
Employee Benefits Producer
2 weeks ago
Oklahoma City, United States INSURICA Full timeJob DetailsJob Location Oklahoma City - OKLAHOMA CITY, OK Position Type Full Time Education Level 2 Year Degree Job Shift Day Job Category Employee Benefits Sales DescriptionSUMMARY: The Employee Benefits Producer is responsible for building, maintaining, and retaining a book of group insurance business, with employers with 20 or more employees. The Employee...
-
Employee Benefits Producer
7 days ago
Oklahoma City, United States INSURICA Full timeJob DetailsJob Location Oklahoma City - OKLAHOMA CITY, OK Position Type Full Time Education Level 2 Year Degree Job Shift Day Job Category Employee Benefits Sales DescriptionSUMMARY: The Employee Benefits Producer is responsible for building, maintaining, and retaining a book of group insurance business, with employers with 20 or more employees. The Employee...
-
Benefits Account Analyst
4 weeks ago
Kansas City, United States Brown & Brown Insurance Full timeBrown & Brown has an exciting opportunity available for a Benefits Analyst supporting our Kansas City, MO team!The Benefits Analyst will assist in servicing the needs of employee benefit clients. This includes daily service functions and frequent ad hoc requests, preparing requests for proposals and renewals of benefit coverages, and escalating issues as...
-
Benefits Account Analyst
4 weeks ago
Kansas City, United States Brown & Brown Insurance Full timeBrown & Brown has an exciting opportunity available for a Benefits Analyst supporting our Kansas City, MO team!The Benefits Analyst will assist in servicing the needs of employee benefit clients. This includes daily service functions and frequent ad hoc requests, preparing requests for proposals and renewals of benefit coverages, and escalating issues as...
-
Benefits Account Analyst
1 month ago
Kansas City, United States Brown & Brown Insurance Full timeBrown & Brown has an exciting opportunity available for a Benefits Analyst supporting our Kansas City, MO team!The Benefits Analyst will assist in servicing the needs of employee benefit clients. This includes daily service functions and frequent ad hoc requests, preparing requests for proposals and renewals of benefit coverages, and escalating issues as...
-
Employee Benefits Attorney
4 weeks ago
Kansas City, United States LHH Full timeI am currently working with a leading AM LAW ranked firm, who are actively looking to recruit an attorney who specializes in Employee Benefits and Executive Compensation to join their Kansas City office.Key Responsibilities include:Advising employers on the design, implementation, and administration of employee benefits plans, such as health insurance,...
-
Employee Benefits Attorney
4 weeks ago
Kansas City, United States LHH Full timeI am currently working with a leading AM LAW ranked firm, who are actively looking to recruit an attorney who specializes in Employee Benefits and Executive Compensation to join their Kansas City office.Key Responsibilities include:Advising employers on the design, implementation, and administration of employee benefits plans, such as health insurance,...
-
Employee Benefits Attorney
7 days ago
Kansas City, United States LHH Full timeI am currently working with a leading AM LAW ranked firm, who are actively looking to recruit an attorney who specializes in Employee Benefits and Executive Compensation to join their Kansas City office.Key Responsibilities include:Advising employers on the design, implementation, and administration of employee benefits plans, such as health insurance,...
-
Eligibility Coordinator
3 weeks ago
Oklahoma City, United States Assured Benefits Administrators, Inc Full timeJob DescriptionJob DescriptionPOSITION SUMMARYCoordinates between eligibility products - ASO - Level funded - MEC. Process applications for, changes to, reinstatement of, and cancellation of insurance policies. Duties include reviewing insurance applications to ensure that all questions have been answered, compiling data on insurance policy changes, changing...