Account Coordinator

To assist Sales Executives with the service and retention of our accounts.

Responsibilities:

• Support account satisfaction by resolving service issues by utilizing all available resources within the company
• Provide full coverage when Sales Executive is out of the office. Proactively pursue resolution of issues.
• Coordinate client renewals and report in team’s book of business by preparing renewal packages. Prepare for renewals for distribution by Sales Executives by researching product options, conducting research, data analysis and project work as needed by Sales Executives for clients.
• Improve customer relations and satisfaction by conducting benefit talks, enrollment meetings, and fairs when necessary.
• Provide service support by assisting in the preparation of contracts, booklets, grids, and other materials.
REQUIREMENTS
• College degree preferable (and/or equivalent business experience)
• Well organized and proven effective written and oral communication skills, including presentation skills.
• Strong PC skills in word processing and database (Microsoft Office).
• Demonstrates a basic working knowledge of company’s products, underwriting guidelines and financial arrangements.
• Knowledge of group benefits and underwriting (a plus).
• Valid driver’s license and reliable car to be used for benefit fairs, etc.
• Involves some travel by car to client for benefit fairs, etc.
• Frequent use of telephone and computer equipment.