AssuredPartners

Employee Benefits Account Coordinator

Job ID
2022-9546
# of Openings
1
Category
Employee Benefits Service
Office Location
71 Monroe Ave
Location : Location
US-NY-Pittsford

Overview

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.

 

The Ideal Candidate

  • You are detail oriented and organized—you thrive on managing multiple projects.
  • You have a strong sense of team work, and you are highly dependable
  • You are communicative and able to be effective via written and oral communication

 

If this sounds like you, we invite you to keep reading and apply!

Responsibilities

Please note that the duties below can vary based on the workflow of your local office.

 

  • Responsible for marketing activities, including but not limited to compiling necessary information to prepare the request for proposal; distributing RFP to identified carriers; Contacting the carrier to insure receipt of request for proposal and communicates 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; presenting final RFP to Account Managers and Producers within established timeline.
  • Responsible for creation of employer and employee benefit education materials, including but not limited to obtaining up to date benefit summaries, rates, eligibility, & contribution information; building new hire and open enrollment kit materials in partnership with Account Managers; and customizing carrier materials.
  • Follows agency policies and procedures including but not limited to entering plan information via Agency management system, HIPAA compliance, and filing and file maintenance.
  • Advocates on behalf of and represents our clients and their employees with carriers, vendors, and within internal processes including but not limited to benefit inquiries; claims advocacy; billing analysis & reconciliation; submission, installation, & enrollment of all employee benefit plans.
  • 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.
  • 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.
  • Bachelor's degree preferred; 2-4 years of experience; or equivalent combination of education and experience.
  • Life & Health insurance license not required, but a plus to have.                                                           

Grow, with us

AssuredPartners is passionate about fueling our clients’ innovation and growth. That makes us the perfect place for creative, dynamic people who want to grow their career while helping businesses, families and people thrive.   

 

We’re proud to be the fastest-growing independent insurance broker in America, but we’re even prouder of the honest, caring relationships that our employees build with our clients every day.

 

Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us.

 

AssuredPartners is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. AssuredPartners is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger! 

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