Account Coordinator - Employee Benefits

Ima Financial Corporation - Eugene, OR

Full-time - Entry Level

Eugene, OR

Real Estate

About the position

The Account Coordinator for Employee Benefits at IMA Financial Group is responsible for supporting the team in managing employee benefit programs, ensuring client satisfaction, and maintaining accurate records. This entry-level position emphasizes the importance of diversity, equity, and inclusion while providing superior customer service to both internal and external clients. The role involves processing enrollments, assisting with the renewal process, and ensuring that all deadlines are met.

Responsibilities

• Supports and demonstrates IMA's core values.
• Ensures Agency Management Systems are kept up to date for the full unit as requested.
• Processes enrollments and changes for clients as requested.
• Assists unit to help support clients, vendors, and associates to solve issues relating to Employee Benefit programs.
• Provides superior customer service and support to all external and internal clients and vendors with guidance.
• Assists team in coordinating renewal and enrollment process.
• Ensures follow-through on all processes as requested to be performed by unit(s) and/or manager.

Requirements

• Up to 6 months of similar or related experience.
• Equivalent to a two-year college degree or completion of a specialized course of study at a business or trade school.
• Excellent interpersonal skills, both internally and externally.
• Ability to be firm and persuasive when needed, while maintaining good relationships.
• High degree of courtesy, diplomacy, and tact.
• Ability to handle sensitive information with confidentiality.
• Proficiency with Microsoft products and agency systems.
• Ability to analyze and interpret data.
• Strong communication, presentation skills, and written skills.
• Ability to communicate ideas in a clear and concise manner.
• Commitment to work through projects to completion.
• Strong reasoning skills.
• Excellent organizational skills.
• Effectively prioritizes tasks and manages multiple projects while meeting timelines.

Nice-to-haves

• Some travel required.

Benefits

• Annual Performance Bonus
• Stock Purchase
• Medical Plans
• Prescription Drugs
• Dental
• Vision
• Family Assistance Program
• FSA
• HSA
• Pre-Tax Parking Plan
• 401(k)
• Life/AD&D
• Accident
• Critical Illness
• Hospital Indemnity
• Long Term Care
• Short-term Disability
• Long-term Disability
• Business Travel Accident
• Identity Theft
• Paid Time Off
• Flexible Work Options
• Paid Holidays
• Sabbatical
• Gift Matching
• Health Club Reimbursement
• Personal and Professional Development