Account Coordinator I Employee Benefits

Job Description Client Relationship Management Provide essential back‑end administrative support for client accounts, ensuring smooth operations and timely responses to team requests Collaborate closely with Account Managers and Account Executives to understand client needs and preferences, assisting in the execution of tailored solutions Participate in client calls as needed, supporting Account Managers and Account Executives in presenting information and addressing client concerns Maintain thorough documentation of client interactions and activities, ensuring all relevant information is accurately recorded and accessible to the client‑facing team Communication & Administrative Support Assist in the preparation and updating of employee benefits communications, including benefit guides, flyers, supplements, etc. Pull claims reporting data for account teams to identify trends and opportunities for improvement Client Data Management Maintain accurate and up‑to‑date client records, ensuring the integrity and confidentiality of sensitive information Collaborative Teamwork Work closely with internal teams, including account managers and account executives, to ensure the seamless execution of client deliverables Participate in team meetings by taking notes, contributing to discussions when necessary, and sharing insights to enhance overall client satisfaction Licensure To progress in this position, Account Coordinators are expected to study for and pass the Life and Health Insurance Exam Preferred Qualifications Bachelor's degree in business, Human Resources, communications, or related field preferred Strong organizational and multitasking abilities Excellent written and verbal communication skills Proficient in Microsoft Office Suite and familiarity with client management software is a plus Ability to work collaboratively in a team‑oriented environment Eagerness to learn and adapt to a dynamic, fast‑paced industry Minimum Qualifications High School Diploma or GED required 1-2 years of relevant work experience in the insurance industry Ability to work in a team environment as well as independently Must maintain current required licenses and certifications relevant to the field of expertise Proficient use of applicable technology Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally #J-18808-Ljbffr CBIZ