Account Coordinator - Small Group Benefits

Colonial Group; United States; Remote; USD 40,000 - 65,000; Full time

Job summary

Colonial Group is seeking an administrative professional to support producers and account managers in processing new business, renewing existing business, and day-to-day account services for clients. You will act as an advocate for clients and their employees by maintaining positive carrier relationships and providing ongoing education to ensure service excellence.

Responsibilities include creating census files for proposals, processing applications, and composing correspondence with clients and

Qualifications

• High School diploma or equivalent required.
• At least two years of related work experience.
• Encouraged to pursue Group 1 licensing as directed.

Responsibilities

• Provides administrative support and customer service.
• Creates census files for proposals and renewals.
• Processes individual and group applications.
• Composes general correspondence with clients and carriers.
• Responds to client inquiries about service accounts.
• Maintains professional client and carrier relationships through service.
• Coordinates resources to address client management needs.
• Ensures data accuracy in agency management systems.
• Other duties as assigned.

Skills

Verbal and written communication

Customer service

Problem solving

Critical thinking

Team collaboration

Multi-project prioritization

Microsoft Office

Education

High School diploma

2+ years related experience

Group 1 licensing encouraged

Job description

SUMMARY

Responsible for supporting producers and account managers in processing new business, renewing existing business, and day-to-day account services for clients. Serves as an advocate for clients and their employees through positive relationships with carriers and continuous education.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Provides administrative support and customer service;
• Creates census files for proposals and renewing business;
• Processes individual and group applications;
• Composes general correspondence with clients and carriers;
• Interacts with clients to respond to inquiries concerning service accounts;
• Maintains a professional relationship with clients and carrier representatives through exceptional customer service;
• Coordinates appropriate resources to address the client’s management needs;
• Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information on a timely basis);
• Other duties as assigned.

QUALIFICATIONS

EDUCATION / EXPERIENCE

• High School diploma or equivalent combination of education and experience
• Two (2) or more years related work experience
• Encouraged to complete Career Path requirements as communicated by supervisor including obtaining Group 1 licensing

SKILLS

• Excellent verbal and written communication skills
• Customer service skills, including telephone and listening skills
• Problem solving and time management skills
• Critical thinking and good judgement to quickly determine and prioritize key issues
• Ability to work within a team and to foster teamwork
• Ability to prioritize work for multiple projects and deadlines
• Proficient in Microsoft Office Suite

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