Account Coordinator

About this role

We are seeking a detail-oriented and proactive Account Coordinator to join our Employee Benefits team.   In this mid-level role, you will manage and support day-to-day operations for a portfolio of client accounts, ranging from small to large groups.   You will collaborate closely with Account Managers, Account Executives, clients, and carriers to ensure smooth processes,   accurate   data, and exceptional client service.    

Key Responsibilities:  

Client Service & Communication  

• Manage daily communication with assigned client accounts, ensuring   timely   and effective service delivery  

• Respond promptly and professionally to service needs of clients and the account management team . Communicate via   ema il, phone, and video conferencing .  

• Occasional need to attend onsite client meetings with team.   

System Management & Administration  

• Gain   expertise   in and   utilize   Employee Navigator and   BenefitPoint   systems to manage employee benefits  

• Provide training to HR users on operating benefit administration systems  

• Maintain electronic filing and   required   data in agency management systems  

• Prepare basic census data using Excel for carrier coordination  

Enrollment & Carrier Coordination  

• Support Account Managers with enrollment needs for assigned accounts  

• Resolve carrier discrepancies for automated lines of coverage  

• Address discrepancies from third-party enrollers promptly and accurately  

• Coordinate with carriers to   establish   portal access for new groups  

• Oversee the enrollment census process with multiple carriers  

• Process close-outs with carriers on tight deadlines  

• Conduct and   finalize   close-out audits within   45 days   of the renewal date  

• Prepare   deliverables and marketing materials to   distribute   to clients  

Qualifications:  

Required:  

• High school diploma  

• 1-2 years of experience within   client facing administration or management.   

• Preference for experience in   employee benefits, human resources, insurance, or a related field  

Preferred:  

• Life, Accident, and Health Insurance License (or ability to obtain within   1 year   of employment)  

• Bachelor's degree  

• Prior experience with benefit administration platforms (Employee Navigator,   BenefitPoint , or similar)  

Skills and Attributes:  

• Exceptional attention to detail and organizational skills  

• Strong problem-solving abilities and a proactive mindset  

• Basic Excel   proficiency   for census data management  

• Proficiency   in MS Office  

• Comfortable working with technology and learning new systems  

• Ability to manage deadlines and multitask in a fast-paced environment  

• Ability to train and support clients with varying levels of system knowledge  

• Excellent written and oral communication skills, with the ability to engage professionally via multiple channels  

Why Join Us?  

This offers the opportunity to work with diverse client accounts and develop   expertise   in employee benefits administration.   For motivated individuals, there are opportunities for career advancement and growth within our expanding organization.   You'll   work alongside experienced professionals and contribute to delivering exceptional   service   to businesses in our community.  

What We Offer:  

• Medical/dental/vision/life insurance  

• 401k matching program  

• Health Savings Account funding and voluntary insurance options  

• Professional development and learning opportunities  

• Growth opportunities within a growing organization  

• A motivated, collaborative team environment  

  This is a hybrid role, requiring T/W/TH in office .

Department Account Management & Service

Required Experience: 1-2 years of relevant experience

Required Travel: Negligible

Required Education: High school or equivalent

HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

E-Verify Program

We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team  HUBRecruiting@hubinternational.com . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

Similar jobs

• Account Coordinator — Talkspace · Remote
• Account Coordinator — Iheartmedia · New York, NY (55th St)
• Account Coordinator — Iheartmedia · Virtual, CA
• Account Coordinator — Iheartmedia · Remote
• Account Coordinator — Read-ai · Read AI - Seattle HQ
• Account Supervisor — Ogilvy · New York, New York
• Account Supervisor — Fitt · New York City
• Account Supervisor — Imre · New York, NY, Philadelphia, PA or Baltimore, MD