Account Coordinator I Employee Benefits

CBIZ

Atlanta, GAHybrid
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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

CBIZ on LinkedIn

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

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