Account Coordinator
Core
Support the service department by processing new hires, terminations, qualifying events, and open enrollment elections to maintain high client retention standards.
Role type
Account Coordinator (Benefits Administration)
Builds
Client compliance deliverables and accurate data entry in Employee Benefit Agency Management systems
Domain
Insurance / Employee Benefits Administration
Deliverable
client delivery
Required skills
Data entry, Excel proficiency, MS Office Suite, carrier platform navigation, office equipment operation
Preferred skills
Life and Health License
Responsibilities
Process new hires, terminations, and qualifying events; maintain accurate data in BAM systems; support printing projects and open enrollment materials; serve as back-up for front desk
Seniority
Entry-level to Junior
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