Account Coordinator

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

As an Account Coordinator for De La Torre & Associates Insurance Services, Inc, you will be part of an account management team that provides risk management and consulting services to organizations enabling them to understand their exposures, reduce their costs and find viable solutions. Account Coordinators are responsible for ensuring outstanding client administrative support.

General Responsibilities

• Processing Request For Proposals (RFP’s)
• Coordinating and handling client activities on new and renewal accounts
• Maintaining client data and files
• Following up on quote activity and any needed information with producers and/or clients
• Prospecting potential clients
• Help process employee adds, changes, new enrollments, and terminations
• Assist with client's invoicing, claims, and eligibility
• Assist with ongoing client administrative support
• Attend client meetings as requested
• Assist in client open enrollment events as requested
• Support company on other administrative activities as needed

Requirements

Excellent analytical, oral, and written communication and interpersonal skills

Strong organizational skills with attention to detail· Ability to work cross functionally across department lines to resolve issues

Experience with successfully managing multiple projects and tasks efficiently in a deadline driven environment

Proficient in Microsoft Word, Excel, and PowerPoint, and web-based applications as needed.

Current Life and Health Insurance license or required within 90 days.

About the Company

De La Torre & Associates Insurance Services, Inc. is a family-owned employee benefits firm consisting of insurance professionals determined to stand out among others in our industry. We are experienced and competent professionals with over 75 years of combined experience, with offices in California and Arizona. We help employers find the best employee benefits and insurance options to meet the needs of their workforce. Our mission is to build lifetime relationships with our clients by providing superior service and innovation.