Senior Account Coordinator – Employee Benefits

CBIZ

Senior Account Coordinator supporting client benefits administration in the insurance industry. Handling client services, complex inquiries, and ensuring compliance with standards.

Posted 4/22/2026full-timeKansas City • Kansas, Montana • 🇺🇸 United StatesSeniorWebsite

About the role

Key responsibilities & impact

Participate in basic client services such as issuing certificates, processing various documents, ordering various reports, assisting with spreadsheets, and invoicing
Research, communicate, and accurately resolve *complex customer service needs according to the commitments and standards set forth by the department
Assist in preparation and production of professional materials for presentations
Exhibit client focused behavior and applies knowledge and training to support client needs
Answer calls, research and process customer requests, and documents actions as appropriate
Ensure that all internal controls and procedures are followed
Input data into the appropriate software for vendors/carriers/clients within required timeframe
Demonstrate expertise when operating all department equipment and software applications
Execute administrative duties as assigned
Additional responsibilities as assigned

Requirements

What you’ll need

High School Diploma or GED required
At least 5 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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Hard Skills & Tools

data inputdocument processingreport orderingspreadsheet assistanceinvoicingcustomer service resolutionadministrative duties

Soft Skills

client focused behaviorcommunicationteamworkindependenceproblem solving

Certifications

High School DiplomaGEDinsurance licenses