With over 100 offices and nearly 5,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.
CBIZ has been honored to be the recipient of several national recognitions:
2020 Best Workplaces in Consulting & Professional Services by Great Place to Work
2020 America's Best Mid-Size Employers by Forbes
2020 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence
Top 101 highest scoring companies in the country for Best and Brightest Companies to Work For in the Nation by the National Association for Business Resources
CBIZ Benefits & Insurance Services is a division of CBIZ, Inc., providing benefits consulting, HRIS technology, payroll, human capital management, property and casualty, talent and compensation solutions, and retirement plan services to organizations of all sizes. CBIZ is ranked as a Top 20 Largest Broker of U.S. Business (Business Insurance Magazine) and a Top 100 Retirement Plan Adviser (PLANADVISER).
The Communications Account Coordinator is a skilled team member with a strong focus on client success and member-level customer service. This individual does not necessarily need to have employee benefits experience but does need to be proficient with Microsoft Office, adaptable to change/new technology, be able to quickly learn the nuances of employee benefits, and operate with a high level of EQ.
Essential Functions and Primary Duties
Participate in basic client services such as issuing certificates, processing various documents, ordering various reports, assisting with spreadsheets, and invoicing
Research, communicate and accurately resolve basic customer service needs according to the commitments and standards set forth by the department
Assist in preparation and production of professional materials for presentations
Exhibit client-focused behavior and apply knowledge and training to support client needs
Answer calls, research and process customer requests, and documents actions as appropriate
Ensure that all internal controls and procedures are followed
Input data into the appropriate software for vendors/carriers/clients within the required timeframe
Effectively operates all department equipment and software applications
Execute administrative duties as assigned
Additional responsibilities as assigned
Bachelor's Degree in Marketing, Communications, or Business
Proficient in Excel
High School Diploma or GED required
1-2 years of relevant work experience in the insurance industry
Ability to work in a team environment as well as independently
Must maintain current required licenses and certifications relevant to field of expertise
Proficient use of applicable technology
Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally
Specific tasks include day to day service resolution for transactional client requests, including:
Membership maintenance/client eligibility
Delivering documents to members and clients
Assisting members with claims support & routing them to the proper carrier resource
Proactively identifying potential issues with clients
Complexity is based on the degree of uncertainty, financial risk, technical requirements, urgency, and volume or size.
Internal Tasks include assisting Account Executive and Account Manager with:
Assisting in the preparation of employee educational materials, such as benefit guides, memos, and employee presentations
Troubleshooting Employee Navigator & other enrollment portals (not expected to be fluent in these systems, training provided by Account Executive/CBIZ).
Assistance with census preparation and RFP preparation
Special projects as appropriate to the scale of the Account Coordinator's skill set and professional interest.
The Communications Account Coordinator role is vital to the success of our client services team. Each Account Coordinator is assigned to a specific block of business overseen by an Account Executive in collaboration with the sales team. The Account Coordinator is a stepping stone to Account Management, and CBIZ will provide a career path outline to help Account Coordinators grow within the organization.
You will be successful for this role if you have the requisite skills mentioned above, maintain a high level of emotional intelligence, and are proactive with your client service. Workflows are developed by Account Executive and reviewed in tandem with feedback from Account Coordinator.
Career Path for the Communications Account Coordinator:
Under direct supervision of the Account Executive, the Account Coordinator will execute vital client service tasks, while learning additional skills and eventually taking on bigger responsibilities. After working with the Account Executive for 1 year/1 renewal season, the Communications Account Coordinator and Account Executive will meet to formally set a plan for career path progression, with the goal of moving the Communications Account Coordinator into an elevated Account Manager role. Promotion to Account Manager role requires appropriate insurance licensing for Health & Life.
CBIZ cares deeply about the long-term satisfaction of its employees. That is why this role has been designed with a forward career arc in mind. With our collaborative work approach, open-door policy, and progressive leadership, we are prepared to help you develop your career.
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EQUAL OPPORTUNITY EMPLOYER
CBIZ is an affirmative action-equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit these following pages [ Link Removed ] and [ Link Removed ] .
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Mayer Hoffman Mccann P.C.