Employee Benefits Account Coordinator

AssuredPartners - Lake Mary, FL

Full-time - Entry Level

Lake Mary, FL

Insurance Carriers and Related Activities

About the position

The Account Coordinator will support the Employee Benefits department by delivering exceptional benefits solutions to clients. This role offers high visibility to senior leadership and opportunities for career advancement within the insurance industry. The coordinator will work closely with experts, assisting in various tasks to ensure client retention and satisfaction while gaining valuable industry knowledge.

Responsibilities

• Support client retention by maintaining a positive image with clients.
• Assist with creating open enrollment guides and finalizing client presentations for new business and renewal meetings.
• Gather information related to underwriting, data analytics, marketing, and HR services.
• Enter accurate client information into the agency management system and export data as needed.
• Obtain necessary information to prepare for RFPs and ensure deadlines are met by carriers.
• Prepare all required client-facing proposals and documents for the Account Executive.
• Assist in tracking data, changes, and client-specific information.
• Engage in self-directed learning to increase industry knowledge.
• Maintain carrier updates and bulletins in a shared document environment.
• Coordinate and schedule meetings with carriers as instructed by the Account Executive.

Requirements

• Desire to learn and grow within the company.
• Willingness to obtain appropriate Life and Health license within 6 months of hire, with support from the company.
• Strong organization and written/verbal communication skills.
• Demonstrated customer service focus.
• Proficient in Microsoft Office or similar systems, including spreadsheets, email, word processing, and presentation software.

Benefits

• Competitive base salary
• Generous 30+ Days Comprehensive Paid Time Off Package
• Health benefit options with multiple affordable medical plans
• Company match 401(k) plan - 50% up to 6%
• Discounts at over 11,000 gyms and fitness centers
• 24/7 access to licensed therapists for mental health support
• Pet benefits and discounts
• Access to Employee-led Resource Groups (ERGs)