What are the responsibilities and job description for the Account Coordinator position at Evolution of Benefits?
Job Description
The Job:
The purpose of this position is to add critical support to both client sales and services of all group insurance lines of coverage. This is not a sales position
Primary Responsibilities
This teammate will report to both the Sr. account coordinator as well as the client service manager. Their responsibilities will fall under both pre-sale as well as in force business.
We are boutique benefits consulting firm that also works in the human resource arena. While we are client-centered will always put our team's success first! Plenty of room for personal/technical growth as well as income potential. Come give us a look!
Our Company Commentary
It is particularly important that we all adhere as we will are responsible for the essence of our office. We spend quite a bit of time at the workplace, and we recognize that one's demeanor has an impact on all. We will hold this high priority with any teammate at EoB and ask that all recognize the importance of attitude.
Our “world” here at EoB can be complex, confusing, sometimes boring, and always costly. Our products-cost-to-value sometimes place us on a client’s bad side of their balance sheet. EoB will continue to swim upstream and bombard the client with topflight service and communication. Our team values the ability to satisfy and please the client. We are also aware that we are smaller; and that a pebble tossed in our pond makes significant waves compared to the larger firms.
If you wish to become part of this small but powerful team you must be able to demonstrate the ability to endure and thrive in this fast-paced state that smaller/boutique firms sometimes encounter. Our worksite is built to be comfortable, and our team is small, so we as a firm are personable from within. We ask that if you just want to earn a paycheck and go home; please do not apply. We are looking for a teammate who not only wants a great place to lock elbows with work-life balance; we want someone who genuinely cares about our clients’ outcomes. Without our clients, there would be no workplace.
We believe that this is a difference we can make thus setting us apart from the others.
We are boutique benefits consulting firm that also works in the human resource arena. While we are client-centered will always put our team's success first! Plenty of room for personal/technical growth as well as income potential. Come give us a look! Our Company Commentary It is particularly important that we all adhere as we will are responsible for the essence of our office. We spend quite a bit of time at the workplace, and we recognize that one's demeanor has an impact on all. We will hold this high priority with any teammate at EoB and ask that all recognize the importance of attitude. Our “world” here at EoB can be complex, confusing, sometimes boring, and always costly. Our products-cost-to-value sometimes place us on a client’s bad side of their balance sheet. EoB will continue to swim upstream and bombard the client with topflight service and communication. Our team values the ability to satisfy and please the client. We are also aware that we are smaller; and that a pebble tossed in our pond makes significant waves compared to the larger firms. If you wish to become part of this small but powerful team you must be able to demonstrate the ability to endure and thrive in this fast-paced state that smaller/boutique firms sometimes encounter. Our worksite is built to be comfortable, and our team is small, so we as a firm are personable from within. We ask that if you just want to earn a paycheck and go home; please do not apply. We are looking for a teammate who not only wants a great place to lock elbows with work-life balance; we want someone who genuinely cares about our clients’ outcomes. Without our clients, there would be no workplace. We believe that this is a difference we can make thus setting us apart from the others.
The Job:
The purpose of this position is to add critical support to both client sales and services of all group insurance lines of coverage. This is not a sales position
Primary Responsibilities
This teammate will report to both the Sr. account coordinator as well as the client service manager. Their responsibilities will fall under both pre-sale as well as in force business.
- Pre-Sale/Renewal - To prepare all cost analysis proforma materials for the salesperson to communicate with the client/prospect. This will require heavy use of proprietary business systems to prepare the visual illustrations utilized.
- Ongoing Client Services - To be able to interpret benefit administration enrollment data, post renewal booklet creation, client portals editing and development, Summary Plan Descriptions (SPDs), Premium Audits and marketing.
We are boutique benefits consulting firm that also works in the human resource arena. While we are client-centered will always put our team's success first! Plenty of room for personal/technical growth as well as income potential. Come give us a look!
Our Company Commentary
It is particularly important that we all adhere as we will are responsible for the essence of our office. We spend quite a bit of time at the workplace, and we recognize that one's demeanor has an impact on all. We will hold this high priority with any teammate at EoB and ask that all recognize the importance of attitude.
Our “world” here at EoB can be complex, confusing, sometimes boring, and always costly. Our products-cost-to-value sometimes place us on a client’s bad side of their balance sheet. EoB will continue to swim upstream and bombard the client with topflight service and communication. Our team values the ability to satisfy and please the client. We are also aware that we are smaller; and that a pebble tossed in our pond makes significant waves compared to the larger firms.
If you wish to become part of this small but powerful team you must be able to demonstrate the ability to endure and thrive in this fast-paced state that smaller/boutique firms sometimes encounter. Our worksite is built to be comfortable, and our team is small, so we as a firm are personable from within. We ask that if you just want to earn a paycheck and go home; please do not apply. We are looking for a teammate who not only wants a great place to lock elbows with work-life balance; we want someone who genuinely cares about our clients’ outcomes. Without our clients, there would be no workplace.
We believe that this is a difference we can make thus setting us apart from the others.
We are boutique benefits consulting firm that also works in the human resource arena. While we are client-centered will always put our team's success first! Plenty of room for personal/technical growth as well as income potential. Come give us a look! Our Company Commentary It is particularly important that we all adhere as we will are responsible for the essence of our office. We spend quite a bit of time at the workplace, and we recognize that one's demeanor has an impact on all. We will hold this high priority with any teammate at EoB and ask that all recognize the importance of attitude. Our “world” here at EoB can be complex, confusing, sometimes boring, and always costly. Our products-cost-to-value sometimes place us on a client’s bad side of their balance sheet. EoB will continue to swim upstream and bombard the client with topflight service and communication. Our team values the ability to satisfy and please the client. We are also aware that we are smaller; and that a pebble tossed in our pond makes significant waves compared to the larger firms. If you wish to become part of this small but powerful team you must be able to demonstrate the ability to endure and thrive in this fast-paced state that smaller/boutique firms sometimes encounter. Our worksite is built to be comfortable, and our team is small, so we as a firm are personable from within. We ask that if you just want to earn a paycheck and go home; please do not apply. We are looking for a teammate who not only wants a great place to lock elbows with work-life balance; we want someone who genuinely cares about our clients’ outcomes. Without our clients, there would be no workplace. We believe that this is a difference we can make thus setting us apart from the others.