Employee Benefits Account Coordinator
Posted on: November 26, 2022
Joining AssuredPartners offers you the opportunity to excel at one
of the fastest growing independent companies in the industry. You
will experience collaboration with a team that places value in our
collective vision and culture of community, respect, and trust.
While being encouraged to promote innovative ideas, you will be
provided the support to make those ideas a reality. As our company
continues to grow at a rapid pace, so do the opportunities for our
current and future employees to learn and mentor with top
leadership for continued professional and personal development.
Additionally, you can count on excellent benefits, a comprehensive
PTO plan & floating holidays, uncapped career growth, and the best
people in the industry. You can learn more about our career paths
and support for DEI initiatives here:
The Account Coordinator will provide sales support at the direction
of the Account Executives and Producers and is responsible for
securing quotes, compiling the necessary data and creating the
THE IDEAL CANDIDATE
You are detail oriented and organized-you thrive on managing
You have a strong sense of team work, and you are highly
You are communicative and able to be effective via written and oral
If this sounds like you, we invite you to keep reading and
ESSENTIAL DUTIES AND RESPONSIBILITIES
Please note that the duties below can vary based on the workflow of
your local office.
Responsible for marketing activities, including but not limited to
compiling necessary information to prepare the request for
proposal; distributing RFP to identified carriers; Contacting the
carrier to insure receipt of request for proposal and communicates
any issues that are identified; Insuring that the RFP deadlines are
met by the carriers/service vendors; Determining that all
information requested from the carriers /vendors has been received
and is accurate according to quote requests; Creating spreadsheet
with plan details and rate exhibits and reviewing for accuracy;
presenting final RFP to Account Managers and Producers within
Responsible for creation of employer and employee benefit education
materials, including but not limited to obtaining up to date
benefit summaries, rates, eligibility, & contribution information;
building new hire and open enrollment kit materials in partnership
with Account Managers; and customizing carrier materials.
Follows agency policies and procedures including but not limited to
entering plan information via Agency management system, HIPAA
compliance, and filing and file maintenance.
Advocates on behalf of and represents our clients and their
employees with carriers, vendors, and within internal processes
including but not limited to benefit inquiries; claims advocacy;
billing analysis & reconciliation; submission, installation, &
enrollment of all employee benefit plans.
Responsible for maintaining strong relationship with carriers and
external business partners, including but not limited to having a
clear understanding of carrier's product offerings and processes to
maintain efficient workflow and maintaining general product
Participates in special projects/teams, proactively identifies area
to assist team members, assists in workflow review and improvement
initiatives, and performs all other activities inside and outside
of job scope.
MINIMUM QUALIFICATIONS, EDUCATION AND/OR EXPERIENCE:
To perform this job successfully, an individual must be able to
perform each essential duty satisfactorily.
Bachelor's degree preferred; 2-4 years of experience; or equivalent
combination of education and experience.
CERTIFICATES, LICENSES, REGISTRATIONS:
Life & Health insurance license not required, but a plus to
Keywords: AssuredPartners, Rochester , Employee Benefits Account Coordinator, Other , Pittsford, New York
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