Account Coordination Specialist – Client & Benefits Support

Dltinsurance; Tempe (AZ); On-site; USD 45,000 - 60,000; Full time

Job summary

A family-owned employee benefits firm in Tempe is seeking an Account Coordinator to provide administrative support and manage client activities. The ideal candidate will have strong analytical and communication skills, with proficiency in Microsoft Office applications. Responsibilities include processing proposals, maintaining client data, and assisting with invoicing. Current Life and Health Insurance license is required within 90 days. This position offers an opportunity to work in a supportive environment focused on client relationships.

Qualifications

• Excellent communication and interpersonal skills.
• Strong organizational skills with attention to detail.
• Ability to manage multiple projects and tasks efficiently.

Responsibilities

• Process Request For Proposals (RFP’s).
• Maintain client data and files.
• Assist with client invoicing, claims, and eligibility.

Skills

Analytical skills

Communication skills

Organizational skills

Attention to detail

Proficient in Microsoft Word

Proficient in Microsoft Excel

Proficient in PowerPoint

Education

Current Life and Health Insurance license

Tools

Web-based applications

Job description

A family-owned employee benefits firm in Tempe is seeking an Account Coordinator to provide administrative support and manage client activities. The ideal candidate will have strong analytical and communication skills, with proficiency in Microsoft Office applications. Responsibilities include processing proposals, maintaining client data, and assisting with invoicing. Current Life and Health Insurance license is required within 90 days. This position offers an opportunity to work in a supportive environment focused on client relationships.