Job Title: Account Coordinator - EB
Department: Employee Benefits
Reports to: Account Executive - EB
FLSA Status: Non-exempt
Job Code: EB13ARPN
Summary The Account Coordinator will provide sales support at the direction of the Account Executives and Producers and is responsible for securing quotes, compiling the necessary data and creating the marketing presentations. Must be licensed and experienced with quoting.
Essential Duties and Responsibilities: Includes the following (other duties may be assigned):
Responsible for marketing activities, including but limited to establishing timelines for end-to-end RFP process; Obtaining necessary information to prepare the request for proposal; Contacting the carrier to insure receipt of request for proposal and reports to the assigned Account Executive any issues that are identified; Insuring that the RFP deadlines are met by the carriers/service vendors; Determining that all information requested from the carriers /vendors has been received and is accurate according to quote requests; Creating spreadsheet with plan details and rate exhibits and reviewing for accuracy; Scheduling and meeting with Account Executives and Producers to present final quotes within established timeline.
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.
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.
Ability to read and interpret carrier proposals, Agency policies and procedures, and safety rules. Ability to develop benefit comparisons for marketing presentations.
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages.
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.
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.