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Administrative Coordinator

2 months ago

Raleigh North Carolina, United States AssuredPartners Full time
About the Role

We are seeking a highly organized and detail-oriented Administrative Coordinator to join our team at AssuredPartners. As an Administrative Coordinator, you will play a critical role in supporting our Employee Benefits division and delivering exceptional benefits solutions to our clients.

Key Responsibilities
  • Client Support:
    • Support client retention by maintaining a positive image with the client
    • Assist with creating open enrollment guides
    • Finalize client presentations for new business and renewal meetings
    • Assist with gathering information related to underwriting, data analytics, marketing, and HR services through internal AP departments and outside vendor partners
    • Maintain relationships with carriers and initiate/coordinate meetings with carriers
  • Account Management:
    • Enters accurate client information into the agency management system and exports data and reports as needed
    • Obtain necessary information to prepare for RFP; Distribute RFP to identified markets and ensure RFP deadlines are met by carriers
    • Prepares all required client-facing proposal and documents for the AE and assist in tracking data, changes, and client-specific information
    • Assists with pricing standard and custom benefit plans
    • Assists with completing renewal plan and cost summary exhibits for all products
    • Assists with reviewing claim reports and preparing executive summaries and renewal forecasting
    • Peer reviews all presentations
    • Support Open Enrollment meetings, benefits guides, and communications
    • Assist with compliance forms and processes
    • Create and update Excel workbooks and update systems
  • Insurance Expertise:
    • Actively engage in learning and studying industry trends
    • Seeks out self-directed learning to increase industry knowledge
    • Maintains carrier updates and bulletins in a shared document environment
    • Assists in coordinating and scheduling meetings with carriers as instructed by AE
What We Offer
  • Competitive base salary
  • Generous 30+ Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days
  • Health benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options
  • Company match 401(k) plan – 50% up to 6%
  • Support of your fitness wellness goals We offer up to 75% off at over 11,000 gyms and fitness centers
  • Opportunity to prioritize your mental health with 24/7 access to licensed therapists
  • Pet benefits & discounts
  • Access to our Employee-led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout AssuredPartners
Requirements
  • Must obtain appropriate Life and Health license within 90 days months of hire
  • Strong Excel abilities preferred
  • Strong organization and written/verbal communication skills
  • Strong attention to detail and conscientiousness
  • Efficient prioritizing and time management skills
  • Demonstrated customer service focus
  • Ability to quickly learn multiple software systems
  • Proficient in Microsoft Office or similar systems, including spreadsheets, email, word processing, and presentation software