Account Coordinator I Employee Benefits
CBIZ
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- Location
- Atlanta, GA
- Work style
- Hybrid
- Posted
- Oct 5
- 14 days ago
Career path
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About the company
CBIZ
Management consulting · 5,001 to 10,000 employees
What you'll do
- LI-KW1 LI-Hybrid
What you need
- High School Diploma or GED required
- 1-2 years of relevant work experience in the insurance industry
- Ability to work in a team environment as well as independently
- Must maintain current required licenses and certifications relevant to field of expertise
- Proficient use of applicable technology
- Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally
- Education: a high school diploma or a bachelor's degree
Key skills
Microsoft Office Suiteorganizational and multitasking abilitiesclient management softwareteam environment
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Read the full posting here
#LI-KW1 #LI-Hybrid
Minimum Qualifications
High School Diploma or GED required
1-2 years of relevant work experience in the insurance industry
Ability to work in a team environment as well as independently
Must maintain current required licenses and certifications relevant to field of expertise
Proficient use of applicable technology
Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally
Essential Functions and Primary Duties
Client Relationship Management:
Provide essential back-end administrative support for client accounts, ensuring smooth operations and timely responses to team requests
Collaborate closely with Account Managers and Account Executives to understand client needs and preferences, assisting in the execution of tailored solutions
Maintain thorough documentation of client interactions and activities, ensuring all relevant information is accurately recorded and accessible to the client-facing team
Communication & Administrative Support:
Assist in the preparation and updating of employee benefits communications, including benefit guides, flyers, supplements, etc.
Client Data Management:
Maintain accurate and up-to-date client records, ensuring the integrity and confidentiality of sensitive information
Collaborative Teamwork:
Work closely with internal teams, including account managers and account executives, to ensure the seamless execution of client deliverables
Participate in team meetings by taking notes, contribute to discussions when necessary, and share insights to enhance overall client satisfaction
Licensure:
To progress in this position, Account Coordinators are expected to study for and pass the Life and Health Insurance Exam
Preferred Qualifications
Bachelor's degree in business, Human Resources, communications, or related field preferred
Strong organizational and multitasking abilities
Excellent written and verbal communication skills
Proficient in Microsoft Office Suite and familiarity with client management software is a plus
Ability to work collaboratively in a team-oriented environment
Eagerness to learn and adapt to a dynamic, fast-paced industry