Account Coordinator-Retirement & Financial Services

Acrisure - Kalamazoo, MI

Full-time - Entry Level

Hybrid - Kalamazoo, MI

Professional, Scientific, and Technical Services

About the position

The Account Coordinator in the Retirement and Financial Services sector is responsible for providing administrative support to the account managers, handling client inquiries, and ensuring a smooth operation of account-related activities. The role involves coordinating with different departments, maintaining client records, and assisting in the preparation of reports and employer and participant related requests for retirement plans. The ideal candidate should have strong communication and organizational skills, a background in retirement, financial services or employee benefits and thrive in a fast-paced environment.

Responsibilities

• Maintain accurate client records and documents (per Account Manager instructions) in agency management system.
• Coordinate with internal departments to ensure timely delivery of services to clients.
• Prepare and review documents, plans and reports.
• Address client inquiries and provide accurate information regarding their accounts.
• Monitor and follow-up on pending client requests and ensure the resolution.
• Assist in the preparation of presentations and proposals for new clients.
• Enter/renew policies and service contracts for assigned clients in agency management system.
• Assigned tasks to specified roles within automatically launched activities in agency management system.
• Complete data projects to support the region as it pertains to agency management system records.
• Execute administrative tasks and reports to support clients, the service team, and other internal departments with Compliance related projects.
• Complete assigned tasks from the department queue/inbox in timely fashion.
• Prepare audits and communicate findings to service teams.
• Process incoming Broker of Record letters, gathers new client details and adds commission information into agency management system.
• Responsible for printing, binding of sales and renewal presentations and coordination of enrollment kit orders.
• Assists with new plan implementations and conversions. Manages enrollment and terminations notifications.
• Investigates and resolves complex service issues.
• Performs regular billing audits and reconciliation.
• Assists with HRIS/Ben Admin system implementation, renewal updates and testing/review.
• Attend and complete any role relevant meetings, training sessions, or assignments as required.
• Perform other tasks or projects as requested by service team or region leadership.
• Assists the Account Management Team with day-to-day administrative needs such as claims and billing resolution and other service-related items.

Requirements

• Demonstrated verbal and written communication skills including correct grammar, spelling, and punctuation in correspondence.
• High degree of critical thinking; ability to problem solve when the answer is not readily apparent.
• Demonstrated attention to detail, producing outcomes with minimal errors.
• Understanding of insurance concepts and applicable law as it related to employee benefits.
• Ability to adapt well to change in direction and priority in a fast-paced environment.
• Ability to demonstrate advanced level proficiency with a variety of technology including MS Office.
• Works well with minimal supervision; able to function independently and as part of a team.

Nice-to-haves

• Previous insurance experience is preferred.
• Bachelor's degree or higher is preferred, or equitable experience.

Benefits

• Competitive Compensation
• Industry-Leading Healthcare
• Savings and Investments
• Charitable Giving Programs
• Offering hybrid work option
• Opportunities for Growth
• Educational Resources
• Generous time away