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Account Coordinator

2 months ago

Winter Garden, Florida, United States Insurance Office of America Full time

Job Summary

We are seeking a highly skilled and detail-oriented Benefits Coordinator to join our team at Insurance Office of America. As a Benefits Coordinator, you will be responsible for providing administrative support to our Benefits department, ensuring the smooth operation of our benefits programs.

Key Responsibilities

  • Live and champion our company's core values at all times, demonstrating the highest levels of personal character, integrity, and servant leadership.
  • Under the direction of our Account Team leadership, assist with Benefits department administrative support functions, meeting all performance requirements regarding production, quality, and service, and ensuring that no liability associated with errors and omissions occur.
  • Deliver outstanding client service at all times, including proactively anticipating internal and external client needs, maintaining frequent and professional communication, and responding quickly to any service requests.
  • Demonstrate a strong work ethic, positive attitude, and willingness to assist others at all times.
  • Actively seek to grow our business, including identifying and acting on sales opportunities.
  • Process all client employee plan eligibility data completely, accurately, and within required timeframes, including:
    • New hire benefit enrollments
    • Benefit plan participant changes and terminations
  • Notify and effectively work with carriers to resolve any client data portal technical issues.
  • Maintain agency management system, ensuring all data entered is complete, clearly presented, accurate, and up-to-date.
  • Provide administrative support for carrier marketing, marketing/branding, and client reporting functions within the team.
  • Assist in client presentation and meeting preparation.
  • Manage all incoming mail, faxes, and other correspondence.
  • Assist in compilation and distribution of marketing/collateral materials.
  • Willingly assist in any general office support/administration when requested or assigned.
  • Monitor individual performance to ensure productivity, efficiency, quality, and service standards are met, taking corrective actions when required.
  • Actively promote our company culture and a positive work environment at all times, including participation in team building and other activities.
  • Maintain frequent and transparent communication regarding individual performance and activities with supervisor.
  • Work effectively with 1099 sales personnel as needed, seeking input and developing win-win solutions to any process, service, quality, or productivity issues.
  • Continually seek to improve individual and team performance, including identifying, communicating and adopting best practices.
  • Comply with all company work rules, standards, and policies and procedures at all times.
  • Grow and maintain technical competence and industry/market knowledge.
  • Ensure professional skills are continuously improved by actively participating in internal/external development opportunities.
  • Develop and maintain positive, productive relationships with IOA leadership, peers, co-workers, teammates and employees.
  • Perform other duties as assigned.

Required Competencies, Skills, & Experience

  • 2+ years of industry experience
  • Excellent administrative, multi-tasking, and organizational skills
  • Customer service skills
  • Outstanding verbal/written communication skills
  • PC proficiency
  • Exceptional personal character
  • High School Diploma (or equivalent)