Hybrid Account Coordinator - Employee Benefits

AssuredPartners - Richfield, OH

Full-time - Entry Level

Richfield, OH

Insurance Carriers and Related Activities

About the position

The Account Coordinator position at AssuredPartners is designed for individuals eager to support the Employee Benefits department while gaining valuable experience in the insurance industry. This entry-level role focuses on client retention, assisting with open enrollment guides, and preparing client-facing documents, all while learning from industry experts. The position offers high visibility to senior leadership and opportunities for career advancement within the client services teams.

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 RFP; distribute RFP to identified markets and ensure RFP deadlines are met by carriers.
• Prepare all required client-facing proposals and documents for the Account Executive and assist in tracking data, changes, and client-specific information.
• Actively engage in learning and study industry trends.
• Maintain carrier updates and bulletins in a shared document environment.
• Assist in coordinating and scheduling meetings with carriers as instructed by the Account Executive.
• Other duties as assigned.

Requirements

• Desire to learn and grow with 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 inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days
• Health benefit options including 5 affordable medical plan options, company paid HSA contribution, 2 dental plan options, and 2 vision plan options
• 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)