Job Title: Account Coordinator

Department: Employee Benefits

Reports to: Vice President of Group Benefits

FLSA Status: Non-exempt 

Summary The Account Coordinator provides direct administrative support to the Account Managers and Employee Benefits team. This support involves data entry, marketing support, and resolution of client service issues through direct communication with clients and vendors.

Essential Duties and Responsibilities:

Primary responsibilities will entail working directly with our clients on their day to day needs. This will include onboarding/removing employees from the client’s employee benefits program through the various vendor portals. Additionally, the Account Coordinator will work directly with their Account Management team on various projects, including marketing exhibits for new client prospects and presentations for existing clients. Having a strong working knowledge of Excel, PowerPoint and Word is important for this position.

The Account Coordinator will need to be in direct contact not only with our clients, but the various carriers and vendors who administer our client’s benefits programs. Maintaining strong working relationships with the vendors that we work with is an important element to the Account Coordinators role. It will also be critical that the Account Coordinator obtain a thorough understanding of the various carrier products and services as well as maintaining an understanding of the employee benefits market in general.

It is expected that the Account Coordinator will follow AssuredPartners policies and procedures, including, but limited to, entering plan information via Agency management system, HIPAA compliance, and file maintenance. We expect that the Account Coordinator will participate in special projects, proactively identify areas to assist team members, assist in workflow review and improvement initiatives, and perform all other activities inside and outside of job scope.

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.

Education and/or Experience

College degree preferred.

Certificates, Licenses, Registrations

All applicable insurance licenses.

Language Skills                  

Ability to read and interpret carrier proposals, Agency policies and procedures, and safety rules. Ability to develop benefit comparisons for marketing presentations.

Mathematical Skills                  

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages.

Reasoning Ability                  

Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems that may arise in the marketing of coverages or inputting of client data.

Computer Skills                  

To perform this job successfully, an individual should have knowledge of Agency management software; Internet software; Spreadsheet software, Microsoft Office suite of products, and Microsoft Outlook. Must have strong Excel skills.