Account Coordinator - Small Group Benefits

SUMMARY

Responsible for supporting producers and account managers in processing new business, renewing existing business, and day-to-day account services for clients. Serves as an advocate for clients and their employees through positive relationships with carriers and continuous education. 

ESSENTIAL DUTIES AND RESPONSIBILITIES

Provides administrative support and customer service;

Creates census files for proposals and renewing business;

Processes individual and group applications;

Composes general correspondence with clients and carriers;

Interacts with clients to respond to inquiries concerning service accounts;

Maintains a professional relationship with clients and carrier representatives through exceptional customer service;

Coordinates appropriate resources to address the client’s management needs;

Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information on a timely basis);

Other duties as assigned.

QUALIFICATIONS

EDUCATION / EXPERIENCE

High School diploma or equivalent combination of education and experience

Two (2) or more years related work experience

Encouraged to complete Career Path requirements as communicated by supervisor including obtaining Group 1 licensing

SKILLS

Excellent verbal and written communication skills 

Customer service skills, including telephone and listening skills

Problem solving and time management skills

Critical thinking and good judgement to quickly determine and prioritize key issues

Ability to work within a team and to foster teamwork 

Ability to prioritize work for multiple projects and deadlines

Proficient in Microsoft Office Suite


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