ACCOUNT COORDINATOR

Job Responsibilities

This position is responsible for duties related to servicing Self-funded TPA clients, brokers/agents and consultants. Provides support to account management, whose responsibility is to coordinate the overall service on this block of business. Responsible for handling day-to-day client service issues/questions with resolution. Responsible for various client related tasks to include assisting with new client implementation, renewals, Policies, Certificates fulfillment and amendments, agent of record changes and other client specific projects. Works at the direction of and reports to the Director of Account Manager.

• Establishes excellent working relationships and has effective communication with the carrier, clients, agents/consultants and internal departments.
• Provides pertinent service related information to internal departments necessary for those departments to fulfill their responsibilities related to this block.
• Assists Implementation Manger with new client implementations.
• Coordinates and manages the monthly renewal process between the client, agent/consultant and carrier to include claim reports, enrollment material updates and preparing the renewal offer and distributing to the client, agent/consultant.
• Facilitate rate finalization with the carrier when rate reduction is request by the client, agent/consultant.
• Prepares, reviews and delivers monthly, quarterly, annually or upon request reports from the carrier, client, agent/ consultant.
• Coordinates with reporting staff any special reporting requests from clients/agents.
• Generates, reviews report requests through the Intranet on-demand reporting tool or Eldorado.
• Coordinates new and/or agent of record changes with the carrier, client, and agent and prepares and delivers the appropriate letter to the client and agents.
• Reviews plan docs, SBCs, and faxbacks to ensure they are meeting the plans intent.
• Reviews intranet client page and send updates as needed.
• Requests, reviews and distributes ID cards for 3rd party approvals.
• Responds to client/agent claim/benefit/premium/billing inquiries, in coordination with operations staff.
• Reviews and finds opportunities to streamline current processes to become more efficient.
• Performs other duties as assigned.

What Were Looking For (Nobodys Perfect, But Experience is a Plus!)

• High school diploma or equivalent with college or related education.
• Employee benefits experience preferred.
• TPA experience preferred.
• Must have excellent written and verbal communications skills.
• Must have a passion for customer service.
• Must have exceptional documentation and organization skills.
• General knowledge of business correspondence, filing, and general office procedures.
• Experience in Microsoft Office programs.
• Skill in data analysis and recognition of pertinent data elements.
• Ability to multitask.
• Ability to strive for accurately and perform detailed work.
• Ability to meet deadlines.
• Ability to maintain regular attendance.
• Ability to maintain confidentiality of material and information.
• Ability to maintain professional appearance and demeanor.
• Ability to work as a member of a team and with other departments.