Account Coordinator | Employee Benefits (Hybrid)

CBIZ - Kansas City, MO

Full-time - Entry Level

Kansas City, MO

5,001-10,000 employees

Professional, Scientific, and Technical Services

About the position

The Account Coordinator at CBIZ Employee Benefits is a crucial role focused on delivering exceptional service to clients in the employee benefits sector. This position serves as an entry point for individuals looking to develop a career in this field, providing opportunities to work alongside experienced professionals and gain valuable insights. The role involves administrative support, client relationship management, and collaboration with internal teams to ensure client satisfaction and effective service delivery.

Responsibilities

• Provide essential back-end administrative support for client accounts, ensuring smooth operations and timely responses to team requests.
• Collaborate closely with Account Managers and Account Executives to understand client needs and preferences, assisting in the execution of tailored solutions.
• Participate in client calls as needed, supporting Account Managers and Account Executives in presenting information and addressing client concerns.
• Maintain thorough documentation of client interactions and activities, ensuring all relevant information is accurately recorded and accessible to the client-facing team.
• Assist in the preparation and updating of employee benefits communications, including benefit guides, flyers, supplements, etc.
• Pull claims reporting data for account teams to identify trends and opportunities for improvement.
• Maintain accurate and up-to-date client records, ensuring the integrity and confidentiality of sensitive information.
• Work closely with internal teams, including account managers and account executives, to ensure the seamless execution of client deliverables.
• Participate in team meetings by taking notes, contribute to discussions when necessary, and share insights to enhance overall client satisfaction.

Requirements

• High School Diploma or GED required.
• 1-2 years of relevant work experience in the insurance industry.
• Strong organizational and multitasking abilities.
• Excellent written and verbal communication skills.
• Proficient in Microsoft Office Suite and familiarity with client management software is a plus.
• Ability to work collaboratively in a team-oriented environment.
• Eagerness to learn and adapt to a dynamic, fast-paced industry.
• Must maintain current required licenses and certifications relevant to field of expertise.
• Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally.

Nice-to-haves

• Bachelor's degree in business, Human Resources, communications, or related field preferred.