Account Coordinator- Employee Benefits
New
Florida Residents OnlyFull-TimeMiddle
Salary47000 - 57000 USD per year
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Job Details
- Experience
- 2+ years of industry experience
- Required Skills
- Microsoft ExcelMS Office
Requirements
- 2+ years of industry experience
- Exceptional customer service skills
- Exceptional administrative skills
- Strong communication skills
- Strong organizational skills
- Strong multi-tasking skills
- Proficiency in MS Office (Outlook, Word, Excel)
- High School Diploma (or equivalent)
Responsibilities
- Assist with Benefits department administrative support functions under the direction of Account Team leadership
- Deliver outstanding client service, anticipating needs and maintaining professional communication
- Demonstrate a strong work ethic, positive attitude, and willingness to assist others
- Actively seek to grow IOA business by identifying and acting on sales opportunities
- Process client employee plan eligibility data accurately and timely
- Resolve client data portal technical issues with carriers
- Maintain accurate and up-to-date data in the agency management system
- Provide administrative support for marketing and client reporting functions
- Assist in client presentation and meeting preparation
- Manage incoming mail, faxes, and other correspondence
- Assist in the compilation and distribution of marketing materials
- Provide general office support and administration as needed
- Monitor individual performance to ensure standards are met
- Support team training and development, promote a positive work environment, and seek continuous improvement
- Maintain transparent communication with Producers and team members
- Ensure adherence to company policies and industry standards
- Champion IOA core values and demonstrate integrity and leadership
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