Account Coordinator

Evans National; Oklahoma City (OK); On-site; USD 45,000 - 55,000; Full time

Job summary

Evans National is seeking an organized Administrative Coordinator to support Account Managers in servicing client accounts in Oklahoma City. You will handle enrollment data, plan documents, and client communications, ensuring accuracy and efficiency across multiple tasks.

The role involves coordinating with carriers, assisting in renewals, and generating reports, with opportunities for growth within the account management track. A 1–2 year background in admin or customer service is preferred.

Qualifications

• 1–2 years of administrative support or customer service experience, preferably in employee benefits, insurance, or HR-related fields.
• Strong organizational and time management skills.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft Office Suite; CRM and benefits administration software experience preferred.

Responsibilities

• Provide administrative support to Account Managers and Account Executives in servicing client accounts.
• Prepare and maintain client files with enrollment data, eligibility lists, plan documents, and correspondence.
• Process employee benefit enrollments, terminations, and changes in benefits systems, ensuring data accuracy.
• Assist in preparing and distributing client communications, including open enrollment materials and renewal packets.
• Coordinate with insurance carriers and vendors to gather information and confirm coverage details.
• Support renewal processes by organizing data and updating plan summaries.
• Generate and proofread reports, spreadsheets, and billing statements for client delivery.
• Schedule and coordinate meetings, calls, and internal follow-ups for the Account Management team.
• Maintain task lists, calendars, and timelines to ensure on-time deliverables.
• Assist with special projects and administrative tasks to improve department efficiency.

Skills

Communication

Time management

Organizational skills

Attention to detail

Customer service

Education

Bachelor's degree

Tools

Microsoft Office

CRM software

Benefits software

Job description

Job DetailsJob Location: Oklahoma City, OK 73116Position Overview:

Salary Range: $45-$55,000

This position plays a vital role in ensuring the smooth day-to-day management of client accounts, including data entry, documentation, carrier coordination, and preparation of client materials. The ideal candidate is a dependable team player who thrives in a structured environment, enjoys working behind the scenes, and takes pride in maintaining accuracy and efficiency across multiple tasks.

Key Responsibilities:

• Provide administrative support to Account Managers and Account Executives in the servicing of client accounts.
• Prepare and maintain client files, ensuring that enrollment data, eligibility lists, plan documents, and correspondence are complete, accurate, and up to date.
• Process employee benefit enrollments, terminations, and changes within benefits administration systems, verifying eligibility and ensuring data accuracy.
• Assist in the preparation and distribution of client communications, including open enrollment materials, renewal packets, and compliance notices.
• Coordinate with insurance carriers and vendors to gather information, confirm coverage details, and resolve routine issues.
• Support the renewal process by organizing data, updating plan summaries, and assembling client presentations.
• Generate and proofread reports, spreadsheets, and billing statements to ensure accuracy prior to client delivery.
• Schedule and coordinate meetings, calls, and internal follow-ups for the Account Management team.
• Maintain task lists, calendars, and timelines to ensure deliverables are completed accurately and on schedule.
• Assist with special projects and administrative tasks as needed, contributing to the efficiency of the department.

Career Growth:

The Employee Benefits Account Coordinator position serves as an excellent foundation for career advancement within Evans National. Successful coordinators have the opportunity to develop their benefits knowledge, client management skills, and industry expertise — preparing them for future roles such as Account Manager or Account Executive as they gain experience and demonstrate strong performance.

Benefits:

• Competitive salary commensurate with experience
• Comprehensive benefits package, including health, dental, and vision insurance
• Retirement savings plan with employer match
• Paid time off and flexible work arrangements
• Professional development and career growth opportunities
• Collaborative and supportive work environment

Qualifications

• Bachelor's degree preferred, but not required.
• 1-2 years of experience in administrative support or customer service, ideally in employee benefits, insurance, or HR-related fields.
• Strong organizational and time management skills, with the ability to prioritize tasks and meet deadlines in a fast-paced environment.
• Excellent written and verbal communication skills, with a keen attention to detail and accuracy.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint); experience with CRM and benefits administration software preferred.
• Ability to work effectively both independently and as part of a collaborative team.
• Commitment to providing exceptional customer service and building positive relationships with clients.