Account Coordinator

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Account Coordinator

Audit

While Account Managers will be responsible for filing audit required items, the Account Administrator may be asked to assist. Account Administrators will be working on completing the Implementation Checklist. It is the Account Manager's responsibility to ensure all necessary items are filed into ImageRight in their respective places. If they are not the Account Administrator will not handle the completion of this item and the Account Manager will be responsible.

Marketing

Assist with Sold Plans, if necessary (must have appropriate training from the marketing team).

Agency Management Systems (AMS360, BenefitPoint, ImageRight)

Create new clients in Benefit Point.

File any correspondence received as their responsibility into ImageRight. While Account Managers are required to file their own correspondence, Account Coordinators may be asked to assist during busy times when the Account Manager is unable to be present in the office.

Maintain integrity of all that falls under Account Coordinator Responsibilities are completed and entered into BenefitPoint and ImageRight in a timely matter to meet all audit requirements.

Assist the Account Managers with renewing or terminating all policies that expire each month. Account Managers must request no later than 1 week prior to the due date.

Generate personalized forms for each client (ex: BAA, Confirmation of Coverage / Rate Letter), annually or as needed. Account Manager is still responsible for the completion of these documents, but the Account Coordinator will work alongside on these requests.

Update client contact information in BenefitPoint with the Account Manager's assistance. This should be reviewed upon each renewal to ensure its accuracy.

Will on occasion pull filed items from BenefitPoint and send to Producers and Account Managers upon request.

General Service

Partner with Account Manager(s) to meet administrative timelines

Assist in client specific projects as assigned by the Account Manager(s), including but not limited to: implementation of a carrier transition, dependent verification audits, billing reconciliation, wellness initiatives, compensation statements, enrollment processing, and consultant invoicing Communicate frequently with carriers re: renewal & service of policies, obtaining documents, timelines, other assorted issues

Read and respond to all emails within 2 business days. If a solution cannot be provided immediately, a response on the estimated completion timeframe will be provided.

Account Managers requests

Producer requests

Client inquiries when Account Manager is out of the office (excluding inquiries about plan coverages and rates. Those should be forwarded to the Account Manager's back-up for review and an Account Manager will send that out)

Perform other duties as assigned

Meetings

Assist Account Manager with coordinating Enrollment Meetings and Presentations with Clients and Carriers on all renewals.

Once product knowledge has been confirmed, Account Coordinator will shadow the Account Managers to Open Enrollment meetings. Once the Account Managers and VP of Operations has signed off on understanding and presentation style, the Account Coordinator will be responsible for attending Open Enrollment meetings on their own.

List of Tasks (While the Senior Administrator can handle all of these tasks, not all Account Administrators can assist. Check with the department supervisor.)

Benefit Point

Updating the client name for those who came over incorrectly

Renewing policies and products that are expiring

Updating Issuing Company if it's incorrect

Entering SIC, NAIC, and EIN's for conversion groups that are missing

Adding missing Client Contact information

Updating Account Managers when books of business transition

Update Premiums

Update missing Splits

ImageRight

File all emails that are the responsibility of the Account Administrator

File all emails from the Filling Inbox as approved

File Sold Case

File Eligibility as approved

HRWS

Load new clients into portal and assign them to the client contacts and the broker contacts.

Update Account Management as the Book of Business transitions

Assist with coordinating Wrap Documents and Section 125s. Will email the client upon renewal regarding the availability of these products.

Assign Service Packages

ZyWave

Add new clients

Load Policy Information and push out to the clients

Others

Delete items from the server that are not approved, or expire per the data retention policy.

We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.