Account Services Coordinator: Admin & Data Support Specialist

Wollborg Michelson Personnel Service Inc; Oakland (CA); On-site; USD 42,000 - 60,000; Full time

Job summary

Wollborg Michelson Recruiting is seeking an Associate Account Services Coordinator to manage administrative and processing activities in Account Services, while providing timely and accurate support to internal and external customers. The role handles benefit summaries, administrative changes, contact updates, and data submissions, supporting Account Services Coordinators and Account Managers.

The position requires a high school diploma or GED and several years of related experience in sales,

Qualifications

• High school diploma or GED required.
• At least three years of related experience in sales, account management, administrative support, or client services preferred.
• Experience providing direct or indirect customer support preferred.
• Ability to manage detailed work, varying types of data, confidential information, and competing priorities.
• Ability to meet deadlines and provide consistent follow-through in a demanding environment.

Responsibilities

• Process administrative and non-rated changes, information requests, benefit summaries, and related customer requests accurately and efficiently.
• Maintain a strong understanding of customer benefit structures, products, plan designs, and system configurations.
• Collaborate with internal departments to gather data for presentations and reports.
• Research issues, identify resolutions, and communicate outcomes to appropriate stakeholders.
• Interpret and summarize information clearly and concisely for external customers.
• Support open enrollment meetings and deliver presentations when required.
• Assist with special projects and other related responsibilities.

Skills

Communication

Customer service

Time management

Organizational skills

Multitasking

Education

High school diploma or GED

Tools

Microsoft Excel

Virtual meeting platforms

Job description

Wollborg Michelson Recruiting is seeking an Associate Account Services Coordinator to manage administrative and processing activities in Account Services, while providing timely and accurate support to internal and external customers. The role handles benefit summaries, administrative changes, contact updates, and data submissions, supporting Account Services Coordinators and Account Managers.

The position requires a high school diploma or GED and several years of related experience in sales,