Join Our Team > Account Coordinator – Employee Benefits
Account Coordinator – Employee Benefits

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.
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