Account Coordinator

Performs diverse clerical and account management functions including record management, department budget tracking, reception, message/call management, department meeting coordination, department and client reporting, sales coordination and phone triage. Supports Division Director with projects and tasks as assigned.

ESSENTIAL FUNCTIONS:

• Maintains tracking of departmental budget performance, actual versus budget
• Works with ACO accounting to track outgoing departmental invoices and expenses
• Assists Division Director with special projects.
• Assists relationship management and sales executive staff with reporting, client meeting preparation, and other client matters as needed.
• Assists MercyOne communication and marketing staff in Business Solutions projects as needed.
• Maintains department’s filing systems. Coordinates appropriated files, record keeping forms and supplies.
• Assists in maintenance of Business Solutions Policy and Procedure Manual.
• Demonstrates awareness of legal issues in relation to job and strive to assist in the management of situations in a reduced risk manner.
• Demonstrates understanding of confidentiality issues specific to Business Solutions, as well as general hospital confidentiality policy.
• Assists in the maintenance of department’s database and related reports.
• Receives visitors/clients and notifies appropriate person of their arrival
• Responds to email inquiries in a professional manner.
• Answers and directs external/internal MercyOne Business Solutions phone line in a professional customer service centric manner.
• Receive and directs incoming calls. Provides initial screening and triaging of calls.
• Utilizes MercyOne tools for communications, scheduling, and other functions
• Processes incoming/outgoing mail.
• Prepares typed documents as requested, utilizing Word and/or Excel
• Transcribes applicable office minutes, reports, correspondence, etc. as assigned.
• Retrieves files, projects, messages, etc. upon request.
• Maintains an orderly work environment, including filing in a timely manner.
• Performs filing, typing, copying and mail distribution.
• Submits requests to Print Shop for printing and monitors volumes/costs.
• Maintains records/reports/manuals as assigned, including the maintenance of sales tracking tools such as SalesForce
• Creates and maintains a positive and professional office environment that promotes cooperation. Develops and maintains working relationships with colleagues, physicians, community resources, supervisor, patients, families and visitors. Maintains and conveys a positive center-wide department image to enhance public relations.

MINUMIM KNOWLEDGE, SKILLS AND ABILITIES REQUIRE:

• AA degree required with a Bachelor’s Degree, preferred.
• Proficient clerical/typing, word processing; prior Excel and Outlook experience; understands how to utilize e-mail and other various functions.
• 2 years of experience in assisting or working within account management and/or sales departments within an organization preferably within healthcare or employee benefits.
• Must be able to work with several distractions including light conversation.

Our Commitment to Diversity and Inclusion

Trinity Health is one of the largest not-for-profit, Catholic healthcare systems in the nation. Built on the foundation of our Mission and Core Values, we integrate diversity, equity, and inclusion in all that we do. Our colleagues have different lived experiences, customs, abilities, and talents. Together, we become our best selves. A diverse and inclusive workforce provides the most accessible and equitable care for those we serve. Trinity Health is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other status protected by law.