Account Coordinator

Brown & Brown Insurance; Alpharetta (GA); On-site; USD 42,000 - 68,000; Full time

Benefits offered by this job

Health benefits

401k

PTO

Student loan assistance

Job summary

Brown & Brown in Atlanta, GA is seeking an Account Coordinator to join our growing team. The role supports the service department by processing eligibility events, COBRA actions, and data entry across multiple systems to maintain our 95% client retention standard.

You will need strong MS Office skills, attention to confidentiality, and ability to navigate multiple platforms to support Account Managers and back-office functions.

Qualifications

• Minimum 1 year of industry experience.
• High School diploma or equivalent.
• Proficient with MS Office Suite.
• Excellent telephone and written demeanor.
• Ability to maintain a high level of confidentiality.
• Navigation through multiple systems including agency management systems and payroll/benefits platforms.

Responsibilities

• Operate a personal computer with Excel, PowerPoint, and Word.
• Respond to emails and provide client updates every 2 business days.
• Capture and input data into BAM and partner systems.
• Work with various carrier platforms for data extraction and entry.
• Assist Account Managers with printing materials for open enrollment periods.
• Support team projects and back up front desk.

Skills

Industry experience

Confidentiality

Communication skills

MS Office proficiency

Education

High School diploma or equivalent

Tools

MS Office Suite

Excel

PowerPoint

Word

Agency Management System

Job description

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Brown & Brown is seekingan Account Coordinator to join our growing team in Atlanta, GA!

The purpose of the Account Coordinator is to aid and assist the service department with Brown & Brown’s 95% client retention standards through the timely and accurate completion of ongoing eligibility defined as processing of new hires, terminations, qualifying events, open enrollment elections, EDI / API error corrections, and COBRA. Process adds, terminations, renewals within COBRA vendor systems, as well as performing client setup/termination with our preferred vendor partner. Maintainaccuratedata entry in all Employee Benefit Agency Management systems, upkeep of various department documents. Support the service team with printing projects, and execution of client compliance deliverables. Serve as back-up support for the front desk.

How You Will Contribute:

• Operate a personal computer andappropriate softwarepackages. Above average skills with Excel,PowerPointand Word documents.
• Must be responsive to all emails.Communicating client updates every 2 business days unless an extended deadline has been communicated.
• Capturing,managingand inputtingaccuratedata into our Benefits Agency.Management (BAM) system(s), as well as externalpartner’ssystems.
• Comfortability with various technology and carrier platforms for data extract and entry.
• Comfortability with excel for the purpose of manipulating census data.
• Support Account Managers with printing presentations and open enrollment materials which mayimpactability to work remote on scheduled days during peak renewal seasons.
• Assistwith team projects.

Licenses & Certifications:

• Ability to obtain Life and Health License within 1stmonth of employment.
• Life and Health Licensed (preferred).

Skills & Experience to be Successful:

• 1 year of industry and/or professional experience.
• High School diploma or equivalent.
• Proficient with MS Office Suite.
• Exceptional telephone and written demeanor.
• Ability tomaintaina high levelof confidentiality.
• Adaptation and ease of navigation through a variety of systems including: our Agency Management System(s), intranet, carrier, third party administrators,payrollandbenefitsadministration systems.
• Proficient knowledge of office equipment (including but not limited to copy machines, printers, faxes, bindingmachines, etc.).

Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well-being of our teammates, including:

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
• Mental Health & Wellness: Free Mental Health &Enhanced Advocacy Services
• Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.

The Power To Be Yourself

As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.