Benefits Account Coordinator: Client Support & Data Prep

AON PLC; Royal Oak (MI); On-site; USD 40,000 - 55,000; Full time

Job summary

NFP, an Aon company, is seeking a motivated coordinator to support account management teams with administrative duties, data entry in spreadsheets, note-taking during client meetings, and participation in projects and training.

Responsibilities include answering client questions, coordinating Open Enrollment materials, maintaining Salesforce data, and preparing presentations. A high school diploma is required; a bachelor’s degree is preferred.

Qualifications

• High School graduate or equivalent.
• Preferably a bachelor's degree.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
• Ability to work independently and anticipate client and team needs.
• Strong time management and organizational skills.
• Clear written and verbal communication.

Responsibilities

• Provide client support and respond to administrative questions.
• Coordinate client mailings and Open Enrollment materials.
• Assist with new business implementation and group applications.
• Schedule meetings as the first client interaction.
• Compile data for proposals and analyses.
• Maintain client files and Salesforce data.
• Prepare presentations and assist in meeting agendas.
• Support policy review and issue resolution with carriers.
• Attend seminars and training related to the department and licensing.

Skills

Independent work

Time management

Follow up

Communication

MS Office

Excel

PowerPoint

Organization

Education

High School diploma

Bachelor's degree preferred

Tools

Salesforce

Job description

NFP, an Aon company, is seeking a motivated coordinator to support account management teams with administrative duties, data entry in spreadsheets, note-taking during client meetings, and participation in projects and training.

Responsibilities include answering client questions, coordinating Open Enrollment materials, maintaining Salesforce data, and preparing presentations. A high school diploma is required; a bachelor’s degree is preferred.