Account Coordinator, Benefits

The Robert E. Miller Group - Kansas City, MO

Full-time - Entry Level

Kansas City, MO

About the position

The Account Coordinator will support the Benefits team at The Miller Group, assisting in various administrative tasks related to client accounts and service processes. This role involves close collaboration with the Account Executive and requires effective communication and organizational skills to ensure smooth operations within the team.

Responsibilities

• Assist in all aspects of the marketing, renewal, and service processes.
• Support Account Executives in market analysis for client presentations.
• Produce communication materials for clients regarding renewal changes and enrollment procedures.
• Complete paperwork and information gathering tasks for onboarding new client accounts.
• Document client requests in the Client Relationship Management System (CRM) and complete action items promptly.
• Maintain updated client and coverage information in CRM and Epic systems.
• Enter client invoicing information in Epic to ensure accurate billing statements.
• Assist service teams in preparing client presentations, meetings, and benefit fairs.

Requirements

• High school diploma is required; bachelor's degree in a related field is preferred.
• Life and Health license required within 30 days of employment.
• Intermediate to advanced skills in Microsoft Office, especially Excel and PowerPoint.
• Previous insurance industry experience is preferred.
• Excellent communication skills, both verbal and written.
• Strong problem-solving skills and ability to resolve challenges effectively.
• Excellent interpersonal skills to interact with diverse personalities.
• Ability to operate independently with minimal supervision.
• Effective task prioritization in a fast-paced environment.

Nice-to-haves

• Experience in the insurance industry is preferred.

Benefits

• Commitment to employee well-being and community involvement.