Account Coordinator

Burlingame, California
Sep 22, 2016
Nov 21, 2016
Customer Service
Job Type
Full Time
Career Level
Not Specified

Job Summary:

The Account Coordinator is responsible for assisting in the day-to-day service and support for client accounts to ensure that client expectations are met. Responsible for assisting in renewal, ongoing client service and new business projects as assigned, identifying opportunities to provide additional services and enhanced coverage levels

Primary Responsibilities and Duties:

The duties of the Account Coordinator include, but are not limited to:

  • Provide account management support to Group Benefits Department
  • Maintain positive working relationships and clear communication with co-workers, clients and insurance carriers.
  • Draft Request for Proposals (RFPs) for review by Account Managers, make requested edits to RFPs, distribute RFPs to insurance carrier market, ensure timely response by insurance carriers, summarize insurance carrier proposals for review by Account Managers
  • Request health and welfare plan renewals from insurance carriers for each client, file and summarize renewals for each client for review by Account Managers
  • Assist in the management of the annual renewal process, including attending open enrollment meetings, providing assistance with processing enrollment/changes forms and documents
  • Assist in drafting annual Open Enrollment communications for each client’s employee population
  • Enter new business opportunities, client data and communications of all forms into Agency Management System.  Run reports from system; manipulate data into a format usable by management
  • Keep managers, executives and producers informed of significant developments on accounts
  • Special projects and other duties assigned from time to time



Requirements and Qualifications:

  • Bachelors’ Degree or employee benefits insurance experience preferred
  • 0-2 years’ experience within the employee benefits industry
  • Willingness to obtain LAH brokers’ license
  • Demonstrate proficiency in insurance agency management system
  • Possess excellent verbal and written communication skills
  • Basic knowledge of marketing concepts and negotiation of insurance coverage(s) preferred
  • Demonstrate proficiency in computer applications, esp. Microsoft Office Suite
  • Flexible, and able to work effectively under pressure, handling multiple tasks with interruptions and changing priorities.
  • Exceptional organization and time-management skills

Physical Demands and Work Environment

  • While performing the duties of this job, the employee is required to regularly sit, hear, and reach with hands and arms. The employee is occasionally required to stand and walk. The employee must regularly lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus.
  • The work environment characteristics described are representative of those employees performing the essential functions of this job. The noise level in the work environment is usually moderate to loud. Occasional travel.