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Account Coordinator
Location:
Phoenix, AZ
Description:
We are looking for an experienced, energetic and customer-oriented employee benefits Account Coordinator. This role combines a focus on resources, leveraging services and integrating personal skills to cultivate long-lasting relationships. The primary responsibilities are to support clients through their annual product selection, renewal, and implementation processes while acting as the cornerstone of ongoing account support. Client profiles for this position span a diverse set of industries and will range in size from 300-2,000 employee lives covered on benefits. Joining Our Team: Employee Benefits International is an insurance brokerage and consulting firm where employees enjoy working in an environment that strikes the perfect balance between working autonomously but also within a friendly and collaborative environment. We are boutique in size, which means every team member has the opportunity to make an indelible impact on the company. We have structured 30-day check-ins with each team member to provide accolades for achievements and an opportunity for feedback from you on where you may need more training. In addition to monthly team lunches, we also have quarterly team outings that range from quirky (bowling, escape rooms) to community outreach and giving-back campaigns. Rock stars see quick and meaningful advancement and we willingly invest with career development of our employees. PRIMARY FUNCTIONS Oversee client census process ensuring all necessary information is obtained, scrub and analyze enrollment data for submission Creates renewal/proposal analysis (Spread) using proposals obtained from carriers and vendors. Tracks and monitors progress, field questions, and review carrier quotes for accuracy to RFP specifications Co-facilitate enrollment process with Account Executive/Managers as needed Maintain client records in agency database and file systems Request and monitor delivery of renewals from carriers Provides backup support for the customization of Employee Navigator portal Support Account Executives/Managers with implementation of new lines of coverage and carrier changes to ensure smooth launches and transitions Assist with preparation of communication and proof reading of materials for both internal and external purposes such as benefit guides, client presentations, and marketing analysis reports. Manage file feed set up with 3rd party vendors and carrier partners Attend client functions and key meetings as necessary Prepares benchmarking report for existing clients Communicate with Carreirs and Vendors pre-post sale/renewal. Handle service and compliance issues with clients and carriers Provide customer service for client human resource personnel and employees by answering benefit, billing and service questions and working to effectively resolve issues REQUIRED SKILLS & PROFICIENCIES Demonstrate current industry-specific product knowledge Arizona Life, Accident, and health licenses; and maintenance of CE Requirements Agile computer and internet navigation skills, and implementation of current best practices Microsoft Suite Proficiency in Excel, Word, PowerPoint, and Outlook 5+ years of employee benefits or related industry experience Intermediate to advanced math skills including addition, subtraction, multiplication, division and percentage calculation with whole numbers, common fractions, and decimals Professional demeanor and personal presentation, with exceptional communication skills and ability to present to large groups and C level executives Analytical and intuitive with the ability to combine and balance both appropriately Project management and coordination experience in a fast-paced environment Demonstrates a high level of organizational, prioritization, and problem-solving skills Proven deductive reasoning skill set with the ability to identify, interpret and solve complicated problems SKILLS PREFERRED BUT NOT REQUIRED College degree Ability to read, write, and speak Spanish Familiarity with the following programs: BenefitPoint, Employee Navigator, FormFire, and Slack In order to be considered for this position, we require the following for all applicants: Complete the included Indeed Assessment Complete a 3-5 min survey with Culture Index (copy the link below to your browser): Culture Index Survey Have current AZ Health, Accident, & Life Insurance Licenses Position Details Full-time. M-F, 8-5 in office Health & Dental Insurance Offered 401(k) with Employer Contribution Employer-provided Short Term Disability, Long Term Disability, and Life Insurance Paid Time Off Salary rage: $60,000 - $80,000 Job Posted by ApplicantPro
Company:
Employee Benefits International
Posted:
December 26 2023 on ApplicantPro
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More About this Listing: Account Coordinator
Account Coordinator is a Sales Account Coordinator Job at Employee Benefits International located in Phoenix AZ. Find other listings like Account Coordinator by searching Oodle for Sales Account Coordinator Jobs.
Account Coordinator is a Sales Account Coordinator Job at Employee Benefits International located in Phoenix AZ. Find other listings like Account Coordinator by searching Oodle for Sales Account Coordinator Jobs.