The Account Coordinator is responsible for assisting the Vice President of Client Services, Account Manager and Client Service Representative with the plan implementation for new clients and servicing of account issues for existing clients
For new clients, coordinates plan implementation by producing and compiling educational materials
Works closely with internal staff to communicate service issues and resolve claim payment issues; serves as in-house client contact when the Account Manager and Client Service Representative are unavailable
Provides administrative support to the Client Services department; notifies internal staff of plan design changes, renewal changes, or other relevant information to ensure smooth operation
Requirements
A high school diploma or equivalent education plus two years of related work experience
Willingness and availability to maintain a flexible schedule to participate in employee benefit fairs as requested which may begin and end prior to core business hours
Must be able to travel within the New England area as required to participate in employee benefit fairs
Ability to coordinate with management as effectively as with subordinates
Ability to multitask efficiently and accurately
Ability to prioritize and multitask effectively
Communicates effectively, both verbally and in writing
Ability to work both independently and as a member of the team
Ability to anticipate and understand systems interactions
Must be detailed, analytical and accurate
Recognize the need for follow-thru and follow-up
Proficiency in Microsoft Office Suite including Word, Excel, Outlook, PowerPoint and Teams