Job Description
Position Summary: The Account Coordinator provides administrative support to internal account managers and maintains a professional relationship with our external clients.
Supervisory Responsibilities: None
Essential Tasks:
• Conducts data entry into Excel spreadsheets, internal agency management system, carrier websites, House Bill requests
• Assists in marketing of accounts as directed by account managers
• Assists with the preparation of reports, proposals and other presentation materials
• Audits billing statements for accuracy on behalf of clients
• Generates open enrollment materials such as enrollment guides, election forms, personalized confirmation sheets, enrollment/change forms, etc
• Assists in processing necessary paperwork for submission to carrier –implementation
• Attend local enrollment/client meetings as needed
• Delivers outstanding customer service
• Maintains agency files accurately an...