Account Coordinator I – Employee Benefits

CBIZ

Account Coordinator I supporting client accounts through administrative tasks and collaboration with Account Managers. Ensuring smooth operations and maintaining client records for optimal service delivery.

Posted 4/16/2026full-timeTucson • Arizona • 🇺🇸 United StatesJuniorMid-LevelWebsite

About the role

Key responsibilities & impact

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
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
Maintain accurate and up-to-date client records, ensuring the integrity and confidentiality of sensitive information
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, contribute to discussions when necessary, and share insights to enhance overall client satisfaction
To progress in this position, Account Coordinators are expected to study for and pass the Life and Health Insurance Exam

Requirements

What you’ll need

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 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

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

teamworkcommunicationdocumentationclient supportproblem-solvingnote-takinginsight sharingorganizational skillsattention to detailindependence

Certifications

Life and Health Insurance Exam