What are the responsibilities and job description for the Account Coordinator position at Next Level Insurance Agency LLC?
The Account Coordinator works under the direction of the Account Manager as a team. The team is the liaison between the client and the carrier of group benefits.
Responsibilities
The Account Coordinator is responsible for the oversight and ongoing management of assigned client accounts in the 5-100 employee market. This position coordinates with the producer and account manager to facilitate the enrollment of new or renewing employee benefits, case submission, underwriting, and ensuring the highest level of service is met. In addition, you will maintain the ongoing client relationship and work with key managers to proactively identify trends in service issues and develop corrective action plans that will positively improve the client’s ability to manage their benefit plans. This position must be highly knowledgeable about group benefits and level funded groups and be able to provide problem resolution around complex client issues independently and reliably for client groups. As such, the Benefits Specialist requires strong skills in relationship building, communication, and managing timelines that ensures persistency of business and growth for the firm. This position works in conjunction with the Agent and an Account Manager teammate. The position is a visible representative and must act in a highly professional manner and demonstrate commitment to the mission and values of the company.
Qualifications
· Excellent communication skills, ability to articulate technical information in lay terms and good listening skills
· Attention to detail and ability to prioritize
· Ability to successfully and creatively problem solve and negotiate solutions
· Ability to organize, prioritize, and meet deadlines is essential
· One to five years in an account management position and/or service position in the health and/or benefits industry is a plus
· Proficiency in Windows, Word, Power Point and Excel (high level spread sheeting required)
· Life and Health Insurance licenses (or become licensed within 120 days of starting)
Salary : $55,000 - $65,000