• Account Coordinator - EB

    Job ID
    # of Openings
    Employee Benefits Service
  • Overview


    Job Title: Account Coordinator - EB
    Department: Employee Benefits
    Reports to: Director of Client Services - EB
    FLSA Status: Non-exempt
    Job Code: EB13ARPN

    Summary The Account Coordinator will provide client support at the direction of the Account Managers and Producers



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

    • Responsible for preparing requests for proposals for various products.
    • Data entry and spreadsheet preparation, including employee assistance programs, COBRA services, Flexible Spending Accounts, etc. (rate and cost illustrations, summary of services, confirmations, etc.)
    • Contractual and benefit/services comparisons for alternate plans/vendors
    • Periodic client reports
    • Benchmarking
    • Update and assemble client communication/open enrollment materials
    • Coordinate updates to client websites and intra-company departments
    • Review Summary Plan Descriptions and Contracts for accuracy and prepare correspondence documenting necessary changes
    • Edit and assemble various client PowerPoint presentations
    • Peer review client deliverables or materials for accuracy
    • Respond to client inquiries on billing, eligibility and benefit issues
    • Research compliance questions and prepare responses
    • Assist with client employee benefit and/or industry survey projects
    • Schedule and coordinate vendor presentations

    Responsible for maintaining strong relationship with carriers and external business partners, including but not limited to having a clear understanding of carrier’s product offerings and processes to maintain efficient workflow and maintaining general product knowledge.

    Follows agency policies and procedures including but not limited to entering plan information via Agency management system, HIPAA compliance, and filing and file maintenance.

    Participates in special projects/teams, proactively identifies area to assist team members, assists in workflow review and improvement initiatives, and performs all other activities inside and outside of job scope.

    Supervisory Responsibilities
    There are no supervisory responsibilities for this job.

    Competencies To perform the job successfully, an individual should demonstrate the following competencies:

    Productivity - Strong organizational skills. Follows up with assigned Account Manager to obtain needed information. Responds promptly to carrier and client requests.

    Technical Skills - Assesses own strengths and weaknesses; Pursues training and development opportunities; Strives to continuously build knowledge of insurance products and expand computer skills. Participates in continuing professional development as required by Agency procedures. Strong Excel skills.

    Interpersonal Skills - Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control; Remains open to others' ideas and tries new things. Accepts feedback from others.

    Oral Communication - Listens and gets clarification; Responds well to questions; Participates in meetings.

    Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Presents numerical data effectively; Able to read and interpret written information. Advance presentation skills.

    Teamwork - Balances team and individual responsibilities; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Supports everyone's efforts to succeed.

    Quality Management - Looks for ways to improve and promote quality; Demonstrates accuracy and thoroughness. Strong attention to detail

    Diversity - Shows respect and sensitivity for cultural differences; promotes a harassment-free environment.

    Ethics - Treats people with respect; Keeps commitments; inspires the trust of others; Works with integrity and ethically; Upholds organizational values.

    Organizational Support - Follows policies and procedures; Completes administrative tasks correctly and on time; supports organization's goals and values; Supports affirmative action and respects diversity.

    Judgment - Includes appropriate people in decision-making process; Makes timely decisions.

    Motivation - Measures self against standard of excellence.

    Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently.

    Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments.

    Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality.

    Quantity - Completes work in timely manner; Strives to increase productivity and complete presentations prior to established deadlines; Works quickly.

    Safety and Security - Observes safety and security procedures; Reports potentially unsafe conditions; Uses equipment and materials properly.

    Adaptability - Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events.

    Attendance/Punctuality - Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings on time.

    Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Completes tasks on time or notifies appropriate person with an alternate plan.

    Initiative - Must be a self-starter; Undertakes self-development activities; Seeks increased responsibilities; Asks for and offers help when needed.

    Innovation - Generates suggestions for improving work; Presents ideas and information in a manner that gets others' attention.



    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
    High school degree or equivalent. 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.

    Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    While performing the duties of this Job, the employee is regularly required to sit and talk or hear. The employee is occasionally required to stand; walk; use hands to finger, handle, or feel; reach with hands and arms and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus.

    Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    The noise level in the work environment is usually quiet.

    Vertical Progression: Account Manager - EB

    Lateral Progression: Account Coordinator - CL




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