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SalaryKeystone is a community of like-minded independent insurance agencies. We strengthen our agencies to safeguard livelihoods, bolster businesses, and fortify communities. As employees, live our core values every day: We reinforce our agency’s autonomy; champion quality with the best resources available; help them grow strategically; carve out clarity from the industry’s complexity; and keep our eyes open on what trends are important. Individually and collectively, we develop partnerships based on shared goals. The result? Powerful partnerships that generate prosperity for everyone. With Keystone, that’s how independence works better together. As we continue to sustain growth and expand our footprint in more areas, Keystone Insurers Group, Inc has an exciting opportunity for a Employee Benefits Account Coordinator for our Employee Benefits Division.
POSITION SUMMARY
The Employee Benefits Account Coordinator is an entry level position, serves as the primary business contact for the client, providing customer service to accounts, as well as representing client needs and goals within the organization. In addition, the Account Coordinator will provide sales support to the Producer and service with the Account Manager.
RESPONSIBILITIES
- Preparing account service-related documents such as meeting agendas, meeting reports, proposals and other client communications and correspondence.
- Participating in and documenting discussions during client meetings and conference calls.
- Reviewing vendor quotes.
- Verifying production specs.
- Creating and/or providing feedback on project estimates and timelines.
- Fielding and processing internal information requests.
- Maintaining current work-in-progress records and archives of past project information as appropriate.
KNOWLEDGE AND SKILLSET
- Customer/Client Focus
- Expert Communicator
- Computer literacy
- Technical Capacity
- Collaboration Skill
- Relationship Management
- Background in employee benefit plans
- Know the clients and the industries.
- Develop and maintain a working-level understanding of assigned client’s industries, company culture, products/services and strategic communication plan.
- Proactively communicating with clients daily in a professional, efficient manner.
- Attending the needs of the client and continually seeking ways to add value to the client-agency relationship. Ability to develop and deliver innovative ideas
- Ability to inspire trust
EDUCATIONAL/VOCATIONAL REQUIREMENTS
- High School Diploma-Preferred College Degree
- 1-2 years’ experience in the health insurance industry
In return, Keystone Insurers Group will offer a very competitive compensation package and an exceptional benefits package such as medical, dental, vision, HSA, Company Paid Salary Continuance program, life, LTD, paid holidays, PTO, and 401k contributions!
