Account Coordinator
Description:
The Account Coordinator helps to administer the ongoing service relationship of client requests in relation to their employee benefit plans, including but not limited to medical, dental, vision, life, disability and worksite products. Additionally, the Account Coordinator will ensure the integrity of client data so that it is accurate and carried out in a timely manner, according to agency service standards.
Assist Account Manager by preparing baseline client materials by market segment, which may include renewal presentation content, benefit summaries, employee enrollment guides and election forms. • Work with Advisors to proactively receive timely enrollment checklists and review for completeness. • Assist Account Manager by submitting completed renewal and open enrollment information to carriers. • Assist Client Services team by verifying enrollment requests submitted to carriers are complete. • Maintain client database(s), includes careful and consistent data entry as it pertains to implementing and or updating client contact information, renewing coverage lines, changing effective dates, terminating coverage lines and ensuring all related paperwork is uploaded appropriately.
Starting salary:
$40,000
Company benefits:
Benefits package
Training, certifications, or degree needed to qualify for the position:
• High school diploma (or equivalent), 2 year college degree in business related major OR 1-2
years of experience in industry.
• 1-2 years of Customer Service experience.
• Ability to manage priorities and workflow with versatility, flexibility, and a willingness to
work within consistently changing priorities with enthusiasm.
• Excellent interpersonal skills, with an ability to partner with a dynamic team.
• Possesses personal qualities of integrity, credibility, and commitment.
• Flexible and able to multitask; can work within an ambiguous, fast-moving environment,
while also driving toward clarity and solutions; grace under pressure.
• Acute attention to detail.
• Excellent customer service skills.
Specific skills that your business recognizes as fundamental to employment (life skills):
Job Knowledge – demonstration of job skills and knowledge required to perform the
position.
• Quality of Work (Standards) – accuracy and thoroughness of assignments; pays close
attention to detail; shows concern for all aspects of the job and follows up on work outputs.
• Quantity of Work – ability to meet productivity and timeliness.
• Cooperation / Teamwork – interacts with people effectively; able and willing to share and
receive information; co-operates within the group and across groups; supports group
decisions and puts group goals ahead of own goals.
• Reliability – takes personal responsibility for job performance; completes work in a timely
and consistent manner; sticks to commitments.
• Integrity – shares complete and accurate information; maintains confidentiality and meets
own commitments; adheres to organizational policies and procedures.
• Adaptability – adapts to changing work environments, work priorities and organizational
needs; able to effectively deal with change and diverse people.
• Motivation – displays energy and enthusiasm in approaching the job; commits to putting in
additional effort; maintains high level of productivity and self-direction.
• Stress Tolerance / composure – displays emotional resilience and the ability to withstand
pressure on an on-going basis; deals with difficult situations while maintaining performance
and self-control; seeks support from others when necessary and uses appropriate coping
techniques.
• Communication – expresses ideas effectively; organizes and delivers information
appropriately; listens actively
Linn-Mar Career Path Curriculum Marion Independent Career Path Curriculum