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Account Coordinator – Employee Benefits

Account Coordinator

Thompson Flanagan Benefits Group, LLC

Chicago, Illinois


Job Description:

This position is responsible for assisting with the administration and support of employee benefit
programs for client companies as well as administration as directed by EB Account Manager and
Account Executive.




  • Maintain Client and Carrier relationships; handle day to day questions, changes, and employee claim issues
  • Assist with renewal and marketing process
  • Request and review plan contacts from carriers for accuracy
  • Coordinate Open Enrollment meetings; create and distribute communications
  • Update rates and plans with online enrollment vendor(s); deliver plans, summaries, and
    other materials to necessary parties
  • Assist in new carrier implementation
  • Build and manage benefit operating systems throughout the year
  • Create various employee communication documents: Open Enrollment materials, new hire
    guides, etc.
  • Act as backup for Account Manager and Account Executive




  • Ability to multi-task efficiently, to understand urgency, and to be flexible with everchanging
    priorities and deadlines.
  • Must work well with others in a fast-paced, customer service oriented environment and to
    be responsive to co-workers and colleagues. Must also work independently, with minimal
    supervision and have the ability to take initiative and create solutions.
  • Proficiency in Word, Excel, and PowerPoint. Ability to learn and implement other programs
    quickly and efficiently.
  • Strong organizational skills and attention to detail. Must be able to screen details and
    identify potential discrepancies.
  • Excellent verbal and written communication skills. Exceptional telephone etiquette.
  • Strong problem-solving skills


Education and Experience:


  • Bachelor’s degree preferred
  • 1 to 3 years HR, Carrier, EB experience required
  • Insurance industry background or knowledge of group products strongly preferred.


About Thompson Flanagan
Thompson Flanagan is a premier independent insurance brokerage firm focused on delivering consistently superior results within a collegial environment that encourages a culture of excellence, respect, teamwork and integrity—”We are Driving a Culture of Success.” Founded in 2004, we combine years of experience with leading-edge products to provide exceptional service and value to our customers. Located in Chicago, we work with companies across the United States. We are primarily known for our work in specialty and niche insurance products; however, we also provide expertise in traditional commercial insurance and health and benefits products.

Thompson Flanagan assures equal employment opportunity in all its hiring and employment policies and practices. These policies and practices are administered without regard to legally protected categories such as: race, color, religion, national origin, age, gender, disability, marital status, veteran status, sexual orientation or sexual preference, pregnancy status or medical conditions related to childbirth, and/or any other factor protected by law.

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