Team Lead, Account Coordinator

Health Plans, Inc.; United States; On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical Coverage

Dental Coverage

Vision Coverage

Prescription Drug Coverage

Fitness Reimbursement

Employee Assistance Program

401(k) and Bonuses

Paid-Time Off & Volunteering

Job summary

Health Plans, Inc. is a national TPA delivering self-funded health plan solutions with a client-first approach. The Account Coordinator – Team Lead supports senior leaders and Account Managers in implementing new clients and servicing existing accounts.

The role includes producing educational materials, coordinating plan changes, supervising the Account Coordinator team, and maintaining open communication with internal staff to ensure smooth operations and timely issue resolution.

Qualifications

• Two or more years’ related work experience.
• Proficient in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).

Responsibilities

• Assist with the coordination of the implementation of new groups and overall servicing of account issues for existing clients and brokers.
• Produce educational materials, resolving claims/service issues.
• Provide administrative support to the Client Services department.
• Assist with communication of plan design changes, renewal changes, or other relevant information for smooth operation.
• Supervise and train the Account Coordinator team.
• Assign projects to the Account Coordinator team.
• Work with the Director of Client Services and VP to report escalations.
• Identify opportunities and concerns within the team.
• Track PTO and maintain a PTO tracker.
• Coordinate PTO approvals for all Client Services staff, including AEs, AMs, and ACs.

Skills

Communication

Teamwork

Problem solving

Education

High School Diploma or equivalent

Tools

Word

Excel

Outlook

PowerPoint

Job description

At HPI, we are a forward-thinking, national third-party administrator (TPA) specializing in self-funded health plan solutions. With over 44 years of industry expertise, our entrepreneurial spirit, flexible approach, and personalized service have empowered us to serve clients of all sizes across diverse industries. We deliver innovative strategies that maximize the value of every healthcare dollar.

The self-funded health plan landscape is constantly evolving. At HPI, our partners benefit from having a TPA with the expertise, resources, and creativity to deliver customized plan solutions that help them win and retain more business. We excel at driving costs down and managing risk, while enhancing our clients’ employees’ health insurance experience. Our goal is to help members clearly understand their health plan and provide responsive service, enabling them to fully utilize their benefits and achieve greater health.

Our commitment extends beyond our clients to our own employees. We foster a supportive and inclusive work environment where innovation thrives. By investing in our team’s growth and well-being, we ensure they are equipped to provide exceptional service.

Summary:

The Account Coordinator – Team Lead is responsible for assisting the Vice President of Client Services, Director of Client Services, Manager of Client Operations and Account Managers with the plan implementation for new clients, as well as assisting with the handling of the overall servicing of account issues for existing clients. For new clients, the Account Coordinator – Team Lead will assist the Account Managers in the coordination of the plan implementation by producing and compiling educational materials. The Account Coordinator – Team Lead works closely with internal staff to communicate service issues and resolve claim payment issues, and serves as the in-house client contact when the Account Manager and Client Service Representative are unavailable.

Duties and Responsibilities:

• Responsible for assisting with the coordination of the implementation of new groups and overall servicing of account issues for existing clients and brokers.
• Responsible for producing educational materials, resolving claims/service issues.
• Responsible for providing administrative support to the Client Services department.
• Responsible for assisting with the communication with internal staff on any plan design changes, renewal changes, or other relevant information to ensure the plan runs smoothly for each client.
• Supervising and training the Account Coordinator team
• Assigning projects to the Account Coordinator team
• Working with the Director of Client Services and Vice President of Client Services to report escalations
• Identifying areas of opportunity and areas of concern with the team
• Tracking PTO for the team and maintaining a PTO tracker
• Coordinating with the Vice President and Director to approve PTO for all Client Services staff, including Account Executives (AEs), Account Managers (AMs), and Account Coordinators (ACs)

Education Requirements:

• High School Diploma or equivalent

Experience Requirements:

• Two or more years’ related work experience
• Proficient in Microsoft Office, including Word, Excel, Outlook and PowerPoint

Why choose us?

• We’re a people-first company andvalue giving back to our community. Ask us about our volunteer opportunities.
• Our spaceis a reflection ofwho we are—innovative, openandcollaborative.
• We thinkfeeling your bestis an importantfactor in producing great work, so we embrace a “smart casual”dress codeand work at ergonomic desks.
• Need to reenergize?When at our Westborough headquarters, take a break to chat in the onsite café,go for a walk on one of the beautiful trails in our office park,or get in a quick workout at one of the campus gyms.

Our Benefits Package

We care about you and believe the greatest gift you can give yourself, your family, and the world is a healthy you! We offer a comprehensive and competitive benefits package to help you lead a happy, healthy life, including:

• Medical, Dental and Vision and Prescription Drug Coverage
• Fitness Reimbursement Benefit
• Employee Assistance Program
• Flexible Spending Account & Health Savings Account
• 401(k) and Quarterly Bonuses
• Generous Paid-Time Off& Volunteering Opportunities
• Educational Assistance & Professional Development Opportunities