Associate Account Services Coordinator - DDC 1749

Wollborg Michelson Recruiting; 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

Associate Account Services Coordinator Responsible for managing administrative and processing activities in Account Services while providing timely, accurate support to internal and external customers. This role processes benefit summaries, administrative changes, contact updates, and account data submissions while supporting Account Services Coordinators and Account Managers.

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.

Requirements

• 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.

Skill

• Proficiency with Microsoft Excel and virtual meeting platforms.
• Strong communication, customer service, time management, and organizational skills.
• Effective multitasking and task management abilities.
• Knowledge of benefit products, service guarantees, summary plan descriptions, and contractual language preferred.
• Knowledge of dental terminology and Current Dental Terminology codes preferred.
• Strong English grammar, composition, editing, and proofreading skills.
• Meticulous, flexible, creative, courteous, patient, and helpful work style.

Summary Qualification

• Administrative and customer support experience in account services or a related field.
• Strong ability to research, process, and communicate account information accurately.
• Proven ability to work collaboratively with multiple departments and stakeholders.
• Comfortable supporting presentations, reports, special projects, and customer inquiries.

Wollborg Michelson Recruiting is an Equal Opportunity Employer and prohibits discrimination of any kind. We ensure job offers are made based of one s employment experience, skills, and qualifications, regardless of race, gender, ethnic origin, or any other classification protected by law. All applicants must furnish proper identification to prove their legal right to work in the US upon a job offer. We participate in E-Verify to confirm one s right to work in the US. Wollborg Michelson Recruiting does not provide sponsorship for an employment-based visa status.