Account Coordinator I Employee Benefits

Account CoordinatorCBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.Essential Functions and Primary DutiesClient Relationship Management: Provide essential back-end administrative support for client accounts, ensuring smooth operations and timely responses to team requestsCollaborate closely with Account Managers and Account Executives to understand client needs and preferences, assisting in the execution of tailored solutionsMaintain thorough documentation of client interactions and activities, ensuring all relevant information is accurately recorded and accessible to the client-facing teamCommunication & Administrative Support: Assist in the preparation and updating of employee benefits communications, including benefit guides, flyers, supplements, etc.Client Data Management: Maintain accurate and up-to-date client records, ensuring the integrity and confidentiality of sensitive informationCollaborative Teamwork: Work closely with internal teams, including account managers and account executives, to ensure the seamless execution of client deliverablesParticipate in team meetings by taking notes, contribute to discussions when necessary, and share insights to enhance overall client satisfactionLicensure: To progress in this position, Account Coordinators are expected to study for and pass the Life and Health Insurance ExamPreferred QualificationsBachelor's degree in business, Human Resources, communications, or related field preferredStrong organizational and multitasking abilitiesExcellent written and verbal communication skillsProficient in Microsoft Office Suite and familiarity with client management software is a plusAbility to work collaboratively in a team-oriented environmentEagerness to learn and adapt to a dynamic, fast-paced industryMinimum QualificationsHigh School Diploma or GED required1-2 years of relevant work experience in the insurance industryAbility to work in a team environment as well as independentlyMust maintain current required licenses and certifications relevant to field of expertiseProficient use of applicable technologyDemonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally