Administrative Assistant/Account Coordinator - Employee Benefits

AssuredPartners - Raleigh, NC

Full-time - Entry Level

Raleigh, NC

Insurance Carriers and Related Activities

About the position

At AssuredPartners, we are excited to announce the opening of an Account Coordinator position within our Employee Benefits division in Raleigh, NC. As a rapidly growing insurance broker, we pride ourselves on protecting what matters most to businesses and individuals. This role is designed for individuals eager to embark on a rewarding career in the insurance industry, where you will have the opportunity to support our Employee Benefits department and deliver exceptional solutions to our expanding client base. You will work closely with seasoned experts in the insurance field, gaining invaluable insights and experience that will help you build a successful career while assisting clients in preparing for the unexpected. In this position, you will enjoy high visibility to Senior Leadership, working alongside both Client Services and Agency Leadership who are committed to your learning and development. This role offers a unique opportunity for upward movement within our client services teams, allowing you to learn the intricacies of Employee Benefits and understand how to effectively support the Sales and Service Teams within this line of business. Your contributions will be vital in maintaining client relationships and ensuring the smooth operation of our services. As an Account Coordinator, you will engage in various tasks that include client support, account management, and insurance expertise. You will assist in creating open enrollment guides, finalize client presentations, and maintain relationships with carriers. Additionally, you will enter accurate client information into our agency management system, prepare necessary documents for RFPs, and support open enrollment meetings. Your role will also involve actively engaging in learning about industry trends and maintaining updates in a shared document environment. This position is perfect for someone who is detail-oriented, organized, and eager to learn in a dynamic environment.

Responsibilities

• Support client retention by maintaining a positive image with the client
• Assist with creating open enrollment guides
• Finalize client presentations for new business and renewal meetings
• Assist with gathering information related to underwriting, data analytics, marketing, and HR services through internal AP departments and outside vendor partners
• Maintain relationships with carriers and initiate/coordinate meetings with carriers
• Enter accurate client information into the agency management system and export data and reports as needed
• Obtain necessary information to prepare for RFP; distribute RFP to identified markets and ensure RFP deadlines are met by carriers
• Prepare all required client-facing proposals and documents for the AE and assist in tracking data, changes, and client-specific information
• Assist with pricing standard and custom benefit plans
• Assist with completing renewal plan and cost summary exhibits for all products
• Assist with reviewing claim reports and preparing executive summaries and renewal forecasting
• Peer review all presentations
• Support Open Enrollment meetings, benefits guides, and communications
• Assist with compliance forms and processes
• Create and update Excel workbooks and update systems
• Actively engage in learning and studying industry trends
• Seek out self-directed learning to increase industry knowledge
• Maintain carrier updates and bulletins in a shared document environment
• Assist in coordinating and scheduling meetings with carriers as instructed by AE
• Perform other duties and special projects as assigned.

Requirements

• Must obtain appropriate Life and Health license within 90 days of hire
• Strong Excel abilities preferred
• Strong organization and written/verbal communication skills
• Strong attention to detail and conscientiousness
• Efficient prioritizing and time management skills
• Demonstrated customer service focus
• Ability to quickly learn multiple software systems
• Proficient in Microsoft Office or similar systems, including spreadsheets, email, word processing, and presentation software.

Nice-to-haves

• Experience in the insurance industry
• Familiarity with Employee Benefits processes
• Previous customer service experience

Benefits

• Competitive base salary
• Generous 30+ Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days
• Health benefit options with 5 affordable medical plan options
• Company paid HSA contribution with eligible HSA plan selection
• 2 dental plan options offering orthodontia coverage and 3 cleanings per year
• 2 vision plan options
• Company match 401(k) plan - 50% up to 6%
• Up to 75% off at over 11,000 gyms and fitness centers
• 24/7 access to licensed therapists for mental health support
• Pet benefits & discounts
• Access to Employee-led Resource Groups (ERGs)