As a key liaison between Account Executives, clients, and internal operations, the Account Coordinator ensures a best-in-class concierge experience for groups and brokers.
Acting as the front-line resource of client programs, this role manages both urgent and ongoing requests, overseeing resolutions from start to finish while ensuring programs operate at the expected level.
The Account Coordinator plays a critical role in maintaining a high-touch stakeholder experience, guiding clients through organizational and situational complexities.
They research issues, identify root causes, and connect internal teams to drive timely and complete solutions for a variety of client service needs, including but not limited to, enrollment, billing, reporting, portals, and other day-to-day administrative tasks.
Additionally, they support all member engagement and education efforts to ensure members understand and maximize their benefits.

Bachelors degree or equivalent experience preferred.
2 years job-related experience
Well organized and proven effective written and oral communication skills, including presentation skills
Strong PC skills in word processing and database (Microsoft Office)
Demonstrates a basic working knowledge of insurance products, underwriting guidelines and financial arrangements
Required to attend additional training as requested/deemed necessary
Knowledge of employee benefits (specifically dental) and underwriting is a plus.

Account Coordinator

Key skills