Account Coordinator

Risk Strategies Company San Mateo , CA 94401

Posted 7 months ago

The Account Coordinator is responsible for assisting in the day-to-day service and support for client accounts to ensure that client expectations are met. Responsible for assisting in renewal, ongoing client service and new business projects as assigned, identifying opportunities to provide additional services and enhanced coverage levels

You Will:

The duties of the Account Coordinator include, but are not limited to:

  • Provide account management support to Group Benefits Department
  • Maintain positive working relationships and clear communication with co-workers, clients and insurance carriers.
  • Draft Request for Proposals (RFPs) for review by Account Managers, make requested edits to RFPs, distribute RFPs to insurance carrier market, ensure timely response by insurance carriers, summarize insurance carrier proposals for review by Account Managers
  • Request health and welfare plan renewals from insurance carriers for each client, file and summarize renewals for each client for review by Account Managers
  • Assist in the management of the annual renewal process, including attending open enrollment meetings, providing assistance with processing enrollment/changes forms and documents
  • Assist in drafting annual Open Enrollment communications for each clients employee population
  • Enter new business opportunities, client data and communications of all forms into Agency Management System. Run reports from system; manipulate data into a format usable by management
  • Keep managers, executives and producers informed of significant developments on accounts
  • Special projects and other duties assigned from time to time


The Ideal Candidate:

  • Bachelors Degree or employee benefits insurance experience preferred
  • 0-2 years experience within the employee benefits industry
  • Willingness to obtain LAH brokers license
  • Demonstrate proficiency in insurance agency management system
  • Possess excellent verbal and written communication skills
  • Basic knowledge of marketing concepts and negotiation of insurance coverage(s) preferred
  • Demonstrate proficiency in computer applications, esp. Microsoft Office Suite
  • Flexible, and able to work effectively under pressure, handling multiple tasks with interruptions and changing priorities.
  • Exceptional organization and time-management skills
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Account Coordinator

Risk Strategies Company