Relation Insurance Services

Account Coordinator – Employee Benefits

Relation Insurance Services

full-time

Posted on:

Location Type: Office

Location: Pleasant Hill • California • United States

Visit company website

Explore more

✨ AI Apply
Apply

Salary

💰 $16 - $34 per hour

About the role

  • Provides ongoing administrative support and coordinates with Account Managers and other service team members to ensure that clients receive all key deliverables in a timely and accurate manner
  • Serves as a client advocate and a primary point of contact for assigned accounts
  • Assists in managing client expectations, service commitments, and anticipates needs of the client
  • Answers correspondence related to client’s employee benefit plans in a timely manner
  • Documents all client interaction and updates client service logs
  • Meets with clients and insurance company representatives as requested
  • Maintains client files accurately and consistently, responsible for proper documentation of files and proper communication in accordance with company workflow, procedures and best practices
  • Quickly identifies and resolves basic client service issues, conducting research, and resolving participant benefit issues
  • Conducts research on billing issues on behalf of clients
  • Coordinates with the clients on the accumulation of census data, history of plans, and all other data for insurance carrier quotes
  • Researches client issues by contacting carriers and vendors on behalf of the client and determines when issues need to be escalated
  • Creates client monthly, quarterly and annual reports utilizing Relation templates and software
  • Provides client compliance support including ACA, SPD preparation, 5500 filings and actuary reports
  • Manages open enrollment and the preparation of presentation materials, employee handouts, and other informational tools for client meetings
  • Assists with the creation of client presentations using Excel and PowerPoint to summarize client data obtained from vendors or Relation Account Managers
  • Assists in the Request for Proposal (RFP) process by partnering with clients and ensuring timely responses from vendors
  • Assists in the review of external vendor contracts, summary plan documents, and employee communications to ensure alignment with client expectations and legal requirements
  • Reviews Summary Plan Descriptions (SPD) from the carrier and compares it to the client's benefits for accuracy; follows up with the carriers to make any necessary changes are made
  • Assists with creating spreadsheets and premium allocations
  • Prepares summaries of insurance with guidance from Account Manager and other service team members
  • Recommends process improvements as needed
  • Performs other projects, duties, and tasks, as assigned.

Requirements

  • A Life, Health and Accident License from state of domicile is required upon hire or within 90 days of hire and must be maintained thereafter
  • High School Diploma or equivalent required
  • Minimum of 5+ years of Customer Service experience
  • Previous Life, Health and Accident experience
  • Bilingual (English/Spanish) preferred; may be required, depending on location
  • Working knowledge of insurance markets, products, services insurance ratings and underwriting procedures
  • Prior experience with agency management systems software and online rating systems
  • Proficient to advanced skills in using computers, Microsoft Office Suite (emphasis on Excel and PowerPoint) and online rating systems
  • Excellent interpersonal and communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors, and others
  • Ability to work independently with limited daily supervision and to work effectively in a team environment
  • Ability to function effectively under tight time constraints, consistently meets strict deadlines, prioritize, and handle multiple tasks in a demanding work environment.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
customer serviceinsurance knowledgebilling researchdata analysisreport creationprocess improvementpremium allocationRFP processdocumentationclient compliance support
Soft Skills
interpersonal skillscommunication skillsindependent workteam collaborationtime managementproblem-solvingclient advocacyorganizational skillsattention to detailadaptability
Certifications
Life, Health and Accident LicenseHigh School Diploma