Account Coordinator – Employee Benefits

Relation Insurance Services

Account Coordinator assisting Account Management and Consulting teams in servicing clients at Relation Insurance. Ensuring timely deliverables, compliance support, and managing client relations.

Posted 6/24/2026full-timeFresno • California • 🇺🇸 United StatesMid-LevelSenior💰 $16 - $34 per hourWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

customer serviceinsurance knowledgebilling researchdata analysisreport creationprocess improvementclient compliance supportopen enrollment managementpresentation creationRFP assistance

Soft Skills

interpersonal skillscommunication skillsindependent workteam collaborationtime managementproblem-solvingclient advocacyexpectation managementattention to detailadaptability

Tools & Technologies

Microsoft Office SuiteExcelPowerPointagency management systemsonline rating systemsRelation templatesAI solutionsclient service logscensus data managementvendor communication

Certifications & Qualifications

Life, Health and Accident LicenseHigh School Diploma or equivalent

Industry Keywords

employee benefit plansinsurance marketsunderwriting proceduresSummary Plan Descriptions (SPD)ACA compliance5500 filingsactuary reportsclient expectationsvendor contractsinsurance products

About the role

Key responsibilities & impact

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
Fully adopts innovative technology, including proprietary AI solutions, into the service process to deliver a best-in-class client service experience.
Performs other projects, duties, and tasks, as assigned.

Requirements

What you’ll need

A Life, Health and Accident License from state of domicile is required upon hire or within 90 days of hire
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.