About the Role
The Employee Benefits Account Coordinator opening is a great opportunity to learn and grow with a benefits focused insurance agency. Your role supports the account management and sales team with policy administration and marketing activities that are crucial to ensuring a high level of account satisfaction and a seamless renewal process.
Hybrid schedule is available.
Duties & Responsibilities
Here’s a little bit about what you can expect at your desk each day:
- Assist clients with administrative issues, service inquiries, claims, and billing questions
- Assist with renewal preparation and marketing (gathering information, preparing submissions, creating proposals and presentations)
- Provide data and information to help review accounts, maintain accurate records/files, prepare communication materials, create presentations and benefit guides, and assist with billing
Skills & Experience
- Minimum one (1) year of experience with life and health insurance plans in a similar customer service role
- State insurance license (is not currently active, you are willing and able to obtain within the first 120 days of employment)