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Account Coordinator

2 months ago

East Millinocket, Maine, United States AssuredPartners Full time
About the Role

We are seeking a highly organized and detail-oriented Benefits Support Specialist to join our Employee Benefits team at AssuredPartners. As a key member of our team, you will play a critical role in supporting our clients and delivering exceptional benefits solutions.

Key Responsibilities
  • Client Support
    • Provide exceptional support to clients, maintaining a positive image and ensuring their needs are met.
    • Assist in creating open enrollment guides and finalize client presentations for new business and renewal meetings.
    • Gather 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
    • Enter accurate client information into the agency management system and export 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.
    • Prepare all required client-facing proposal and documents for the AE and assist in tracking data, changes, and client-specific information.
    • Assist with pricing standard and custom benefit plans.
    • Assist with completing renewal plan and cost summary exhibits for all products.
    • Assist with reviewing claim reports and preparing executive summaries and renewal forecasting.
    • Peer review 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. Seek out self-directed learning to increase industry knowledge.
    • Maintain carrier updates and bulletins in a shared document environment. Assist in coordinating and scheduling meetings with carriers as instructed by AE.
  • Other Duties
    • Perform other duties and special projects as assigned.
What We Offer
  • Competitive Compensation
  • Comprehensive Benefits Package
  • Opportunities for Growth and Development
  • Supportive Team Environment
  • Recognition and Rewards
Requirements
  • Life and Health License
  • Strong Organization and Communication Skills
  • Attention to Detail and Conscientiousness
  • Efficient Prioritization and Time Management Skills
  • Demonstrated Customer Service Focus
  • Ability to Learn Multiple Software Systems
  • Proficient in Microsoft Office or Similar Systems