Account Coordinator | Employee Benefits

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 plays a pivotal role in ensuring the seamless delivery of services to clients in the employee benefits industry. This position serves as an exceptional entry point for individuals looking to build a career in this field, providing opportunities to work closely with experienced benefits professionals and gain valuable insights and experience.

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.
• Proficient use of applicable technology.
• 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.

Nice-to-haves

• Bachelor's degree in business, Human Resources, communications, or related field preferred.
• Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally.

Benefits

• Retirement plan