POSITION OVERVIEW:

The Account Coordinator at CBIZ Employee Benefits plays a pivotal role in ensuring the seamless delivery of services to our valued clients. This position offers an exceptional entry point for individuals aspiring to build a career in the employee benefits industry. You will work closely with seasoned benefits professionals and be provided with a team of peers to support your growth, gaining invaluable insights and experience.

Key Responsibilities:

• Client Relationship Management:
• Provide essential back-end administrative support for client accounts, ensuring smooth operations and timely responses to team requests.
• Collaborate closely with Account Managers and Account Executives to understand client needs and preferences, assisting in the execution of tailored solutions.
• Participate in client calls as needed, supporting Account Managers and Account Executives in presenting information and addressing client concerns
• Maintain thorough documentation of client interactions and activities, ensuring all relevant information is accurately recorded and accessible to the client-facing team.
• Communication & Administrative Support:
• Assist in the preparation and updating of employee benefits communications, including benefit guides, flyers, supplements, etc.
• Pull claims reporting data for account teams to identify trends and opportunities for improvement.

Client Data Management:Maintain accurate and up-to-date client records, ensuring the integrity and confidentiality of sensitive information.
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- Collaborative Teamwork:
- Work closely with internal teams, including account managers and account executives, to ensure the seamless execution of client deliverables.
- Participate in team meetings by taking notes, contribute to discussions when necessary, and share insights to enhance overall client satisfaction.
- Licensure:
- To progress in this position, Account Coordinators are expected to study for and pass the Life and Health Insurance Exam.

PREFERRED QUALIFICATIONS

• Bachelor’s degree in business, Human Resources, communications, or related field preferred.
• Strong organizational and multitasking abilities.
• Excellent written and verbal communication skills.
• Proficient in Microsoft Office Suite and familiarity with client management software is a plus.
• Ability to work collaboratively in a team-oriented environment.
• Eagerness to learn and adapt to a dynamic, fast-paced industry.

MINIMUM QUALIFICATIONS

• High School Diploma or GED required.
• 1-2 years of relevant work experience in the insurance industry.
• Ability to work in a team environment as well as independently.
• Must maintain current required licenses and certifications relevant to field of expertise.
• Proficient use of applicable technology.
• Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally.
  

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CBIZ.Jobs Category: Benefits & Insurance

• Client Relationship Management:
• Provide essential back-end administrative support for client accounts, ensuring smooth operations and timely responses to team requests.
• Collaborate closely with Account Managers and Account Executives to understand client needs and preferences, assisting in the execution of tailored solutions.
• Participate in client calls as needed, supporting Account Managers and Account Executives in presenting information and addressing client concerns
• Maintain thorough documentation of client interactions and activities, ensuring all relevant information is accurately recorded and accessible to the client-facing team.
• Communication & Administrative Support:
• Assist in the preparation and updating of employee benefits communications, including benefit guides, flyers, supplements, etc.
• Pull claims reporting data for account teams to identify trends and opportunities for improvement