• Account Coordinator - EB

    Job ID
    # of Openings
    Employee Benefits Service
  • Overview

    Job Title: Account Coordinator - EB

    Department: Employee Benefits

    Reports to: Department Manager - EB

    FLSA Status: Non-exempt

    Job Code: EB13ARPN



    Ready to LOVE your weekdays like you LOVE your weekends?

    Ready to get your foot in the door of a great organization with amazing growth opportunities?


    At Owen-Dunn, an AssuredPartners agency, we feel it is important to hire and support professionals who are dedicated to the success of our clients, the growth of our agency, and the development of themselves. We treat our employees with great respect, promote physical and emotional wellness, and cheer on the success of our colleagues who positively impact our culture. Because of our employment philosophy, our employees have nominated us for the Sacramento Business Journal's "Best Places to Work" award for 10 consecutive years. We work hard. But no matter how busy we get, we celebrate what drives our continued success - the people who work together to create our motived team.


    Located near the California State Fairgrounds, we offer extremely competitive benefits, state-of-the-art technology systems and resources, and a team of professionals who collaborate for agency and client success. This is an exciting opportunity to be a part of a stable, well-established, and respected firm.



    The Member Service Representative (Account Coordinator) will ensure accurate and efficient processing of all group enrollment, termination and changes; manage the administration of client online enrollment portals; and respond to member inquiries. This individual will work in collaboration with all members of the Employee Benefits Team to provide exceptional customer service while handling assigned tasks in a timely manner.


    Essential Duties and Responsibilities: Includes the following (other duties may be assigned):


    • Process all enrollments, terminations and changes within a 48-hour time frame.
    • Install, maintain and train clients on applicable online enrollment portals. Become a benefit online enrollment system expert.
    • Maintain open and clear communication channels with clients, producers and team members.
    • Consistently follow up, in a timely manner, on outstanding issues that may arise.
    • Maintain a high degree of precision on details work and ensure own work quality.
    • Accurately enters all necessary information in EPIC to ensure proper documentation.
    • Bring to the account managers attention any client issues that arise.
    • Answer the member services line and provide professional, exceptional customer service to clients, vendors, carriers, etc.
    • Reply to client questions, concerns and needs without delay.
    • Order ID cards for participants upon request


    Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


    • Must have excellent communication skills, both verbal and written to include a command of industry terminology.
    • Must have exceptional commitment to customers and have the desire to provide legendary service.
    • Proficiency in Microsoft Office Suite, EPIC client management system, internet navigation and working in a paperless environment.
    • College degree preferred.
    • Possession of good reasoning skills.
    • Obtain Life & Health Insurance License within 6-9 months. Maintain insurance license in good standing, completing all continuing education and renewals as required.



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