Benefits Account Coordinator
Core
Support Account Managers with day-to-day servicing of employee benefits accounts, assisting with renewals, open enrollment, and reporting.
Role type
Benefits Account Coordinator
Builds
Employee benefits programs for clients
Domain
Insurance brokerage / Employee benefits
Deliverable
client delivery
Required skills
Microsoft Office (Excel, Word, PowerPoint), data entry, documentation, policy administration, client communication, attention to detail, organizational skills
Preferred skills
Customer service or insurance industry experience, Florida 2-15 License
Technologies
Microsoft Office Suite
Responsibilities
Support Account Managers with day-to-day servicing of employee benefits accounts, Assist with annual renewals, open enrollment activities, census preparation, and new business implementations, Prepare reports, presentations, and client-related materials, Maintain accurate client and carrier information within agency systems, Create and distribute client communications and benefit materials, Collaborate with Producers, Account Managers, carriers, and clients to ensure a high level of service, Track reporting and account activity to support client retention and growth, Assist with data entry, documentation, and policy administration
Seniority
Entry-level to Junior, hands-on IC