Position Summary
Position in the Employee Benefits Services division. The Account Coordinator assists in all aspects of the day-to-day duties associated with generating new and renewal business and servicing existing client accounts. An Account Coordinator is assigned to a benefits work team and takes direction from the respective Account Executive/Producer on their specific team.
Essential Functions
This position will provide administrative support to team members, including initiating carrier/client correspondence or contact, preparing/binding presentation materials for client/prospect meetings, updating client information via the company’s Client Data Base, filing and assisting with day-to-day service issues.
Some of the duties include, but are not limited to:
HIPAA
This position could require the use and disclosure of personal identifiable data and candidates must be trained and comply with the company’s Security and Privacy Rule policies.
Minimum Job Requirements:
Education: High school education required, college experience or degree preferred.
Experience: Office work experience desired.
Specific Skills: Strong proficiency in Microsoft Office including Word, Excel, Access, and Internet.
Skills Test: Candidates will be tested on spreadsheet proficiency, grammar and writing skills, simple math proficiency, and ability to complete detailed assignments.
Licensing: Not applicable.
Work Schedule: Full-time, non-exempt position, 8 a.m. to 5 p.m., Monday thru Friday. Ability to work overtime as needed. Status: Legal right to work in the United States
Physical Work Conditions
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Employee must be able to carry out duties working in an open office environment.
While performing the duties of this job, the employee is regularly required to sit; use hands and fingers handle office machinery controls; and talk or hear. The employee frequently is required to reach with hands and arms. The employee is occasionally required to stand; walk; and stoop. This position requires the ability to sit at work station, use a computer keyboard & mouse, and read from a computer monitor for an extended period. The employee must regularly lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus.
Note: This job description should not be construed to imply that these requirements are the exclusive standards of the position. Incumbents will follow any other instructions, and perform any other related duties, as may be required. The employer has the right to revise this job description at any time. The job description is not to be construed as a contract for employment.
Job Type: Full-time
Pay: $40,000.00 – $50,000.00 per year
Benefits:
Shift:
Weekly day range:
Ability to commute/relocate:
Experience:
Work Location: One location
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