Account Coordinator

2 weeks ago


East Millinocket, Maine, United States AssuredPartners Full time
Overview

AssuredPartners is seeking a highly motivated and detail-oriented Account Coordinator to join our Employee Benefits division in Hunt Valley, MD. As a key member of our team, you will play a critical role in supporting our clients and delivering exceptional benefits solutions.

Responsibilities
  • Client Support:
    • Provide exceptional customer service to clients, ensuring a positive experience and maintaining a strong reputation for AssuredPartners.
    • Assist in creating open enrollment guides and finalize client presentations for new business and renewal meetings.
    • Coordinate with internal departments and vendor partners to gather information related to underwriting, data analytics, marketing, and HR services.
    • Maintain relationships with carriers and schedule meetings as needed.
  • Account Management:
    • Enter accurate client information into our agency management system and export data and reports as required.
    • Obtain necessary information to prepare for RFPs and distribute them to identified markets, ensuring timely submissions.
    • Prepare client-facing proposal and documents for the AE and track data, changes, and client-specific information.
    • Assist with pricing standard and custom benefit plans, as well as completing renewal plan and cost summary exhibits for all products.
    • Review claim reports and prepare executive summaries and renewal forecasting.
    • Peer review all presentations and support Open Enrollment meetings, benefits guides, and communications.
    • Assist with compliance forms and processes, and create and update Excel workbooks and systems.
  • Insurance Expertise:
    • Stay up-to-date on industry trends and seek out self-directed learning opportunities to increase industry knowledge.
    • Maintain carrier updates and bulletins in a shared document environment and assist in coordinating meetings with carriers as instructed by the AE.
  • Other Duties: Perform other duties and special projects as assigned by management.
What We Offer
  • Competitive Compensation: A competitive base salary and opportunities for growth and advancement.
  • Benefits Package: A comprehensive benefits package, including health, dental, and vision insurance, as well as a 401(k) plan with company match.
  • Wellness Initiatives: Support for your fitness and wellness goals, including access to on-site fitness classes and a wellness program.
  • Mental Health Support: Access to licensed therapists and a mental health support program.
  • Pet Benefits: Discounts on pet insurance and other pet-related services.
  • Professional Development: Opportunities for training and professional development to help you grow in your career.
Requirements
  • Life and Health License: Must obtain a Life and Health license within 6 months of hire.
  • Strong Communication Skills: Excellent written and verbal communication skills, with the ability to effectively communicate with clients and internal stakeholders.
  • Attention to Detail: Strong attention to detail and ability to prioritize tasks and manage time effectively.
  • Customer Service Focus: Demonstrated customer service focus and ability to provide exceptional service to clients.
  • Technical Skills: Proficient in Microsoft Office and other software systems, including spreadsheets, email, word processing, and presentation software.

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