Account Coordinator

Account Coordinator
Job Number: 26-01188

Be part of the Financial Services Industry. ECLARO is looking for an Account Coordinator for our client in Lake Havasu City, AZ.


ECLARO's client is one of the largest Insurance Brokerage and Consulting Firms in the United States. If you're up to the challenge, then take a chance at this rewarding opportunity!


Position Overview:

• This role will provide administrative, client service, scheduling, and operational support to licensed insurance professionals and office staff.
• Organized, professional, comfortable communicating with clients and insurance carriers, and able to manage multiple tasks in a fast-paced, deadline-driven environment.
• This is an excellent opportunity for someone with strong administrative and customer service skills who enjoys helping people, keeping information organized, and contributing to a positive client experience during an important time of year.

Responsibilities:

• Client and Office Support:
  • Greet clients and visitors in a warm, professional manner when they arrive at the office.
  • Answer incoming calls and route inquiries to the appropriate team member.
  • Schedule, confirm, and manage client appointments for Medicare and Individual health insurance consultations.
  • Follow up with clients regarding appointment reminders, missing information, enrollment status, or required documentation.
  • Provide courteous and patient support to clients, including Medicare-eligible individuals who may need additional assistance during Open Enrollment.
• Administrative and Data Entry Support:
  • Accurately enter client and application information into internal systems, carrier portals, CRM platforms, spreadsheets, or other business tools.
  • Review forms, applications, and client records for completeness and accuracy.
  • Upload, scan, copy, file, and organize client documents as needed.
  • Maintain accurate records of client interactions, pending items, and follow-up activities.
  • Handle confidential client information with discretion and in accordance with applicable privacy and company requirements.
• Carrier and Enrollment Follow-Up:
  • Contact insurance carriers to check on application status, enrollment issues, missing documentation, billing questions, or policy updates.
  • Document carrier communications and update internal systems promptly.
  • Escalate urgent matters, incomplete information, or unresolved issues to licensed agents, managers, or designated team members.
  • Assist with tracking applications, enrollment forms, pending items, and key deadlines.
• Open Enrollment Support:
  • Support increased client volume during Medicare Annual Enrollment and Individual Health Insurance Open Enrollment.
  • Assist with preparing client meeting materials, enrollment packets, plan documents, and follow-up correspondence.
  • Help maintain an organized office workflow during high-traffic periods.
  • Provide general administrative support to ensure deadlines are met and client service standards are maintained.

Required Qualifications:

• Prior administrative, office support, customer service, healthcare, insurance, or financial services experience.
• Experience supporting health insurance, Medicare, benefits administration, or open enrollment activities is a plus.
• Strong data entry skills with a high level of accuracy and attention to detail.
• Excellent verbal and written communication skills.
• Professional phone etiquette and a customer-focused approach.
• Ability to work effectively with clients of all ages, including Medicare-eligible individuals.
• Strong organizational skills and ability to prioritize multiple tasks in a busy environment.
• Proficiency with computers, email, Microsoft Office, spreadsheets, CRM systems, and online portals.
• Ability to handle confidential and sensitive information appropriately.
• Dependable, punctual, and able to work well in a team-oriented environment.

Preferred Qualifications:

• Friendly, patient, and service-oriented.
• Calm and professional under pressure.
• Proactive in following up on outstanding items.
• Willing to learn insurance terminology, carrier processes, and Open Enrollment workflows.
• Comfortable asking questions and escalating issues when appropriate.
• Flexible and adaptable during peak enrollment periods.

Pay Rate: $20.00-$25.00/Hour.


If hired, you will enjoy the following ECLARO Benefits:

• 401k Retirement Savings Plan administered by Merrill Lynch
• Commuter Check Pretax Commuter Benefits
• Eligibility to purchase Medical, Dental & Vision Insurance through ECLARO

If interested, you may contact:
Heckle Tulab
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Heckle Tulab | LinkedIn

Equal Opportunity Employer: ECLARO values diversity and does not discriminate based on Race, Color, Religion, Sex, Sexual Orientation, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status, in compliance with all applicable laws.