Account Coordinator

Maps Credit Union

CU Benefits Alliance, an employee benefits consultancy and subsidiary of Maps Credit Union, seeks a full-time Employee Benefits Account Coordinator to support the delivery and execution of employee benefit programs.

This role is designed as an early-career to mid-career development role for professionals building expertise in employee benefits and consulting. The Account Coordinator supports Consultants by playing a critical role in enabling high-quality client outcomes through operational excellence, benefit administration, renewals, and carrier coordination. The role partners closely with Consultants and contributes to client work through preparation, analysis, and follow-through, with increasing exposure to client strategy as experience grows.

This is a hybrid position within a small, collaborative team of employee benefits professionals.

• Support renewal and plan year activities through data collection, organization, and preparation.
• Collect and manage RFP materials, census data, plan designs, and carrier documentation.
• Track commissions and ensure accurate reporting and reconciliation.
• Prepare benefit summaries, plan comparisons, and internal materials.
• Maintain accurate records across internal systems and carrier platforms.

• Coordinate with health insurance carriers and vendors to support quoting, renewals, and plan setup.

• Assist with claims research, documentation, and carrier follow-up.
• Identify trends or recurring issues for escalation and discussion with the team.

• Stay informed on healthcare regulations and compliance requirements.
• Support documentation and internal processes related to regulatory standards.

• Partner closely with Consultants on client preparation and execution, including open enrollment activities and delivering employee benefits meetings.
• Support onboarding of new accounts and internal process improvements.
• Contribute to consistent, scalable service practices.

This role supports a clear progression toward a Consultant position, aligned with CU Benefit's size and operating model.

• Builds foundational knowledge of employee benefits, carriers, and internal processes.
• Develops strong organizational, operational, and communication skills.
• Supports client work through preparation, documentation, and follow-through.
• Assists with reporting preparation and data organization to support renewals and plan performance reviews.
• Provides consulting operations support, including scheduling, meeting logistics, document coordination, and internal follow-through.

• Expands responsibility for renewals, plan year activities, and carrier and vendor coordination.
• Partners closely with Consultants to support the execution of the annual consulting calendar.
• Prepares client materials, including benefit summaries, plan comparisons, and renewal documentation.
• Builds confidence in interpreting benefits reporting and supporting financial review preparation.
• Demonstrates increasing ownership of timelines, deliverables, and service consistency across assigned clients.

• Expands responsibility in client preparation and strategic support.
• Participates more actively in client meetings alongside Consultants.
• Deepens expertise across plan design, renewals, vendor management, and data analysis.
• Contributes to plan performance reporting and renewal modeling support.
• Develops stronger client-facing judgment and strategic thinking in preparation for a Consultant role.

• Leads client relationships and strategy.
• Serves as the primary advisor and decision partner.
• Drives long-term benefits outcomes, renewal strategy, and executive-level communication.
• Supports client growth, retention, and strategic partnership.

Progression amongst roles reflects demonstrated capability, readiness, and business needs.

• Strong organizational and project management skills
• High attention to detail and accuracy
• Ability to manage multiple priorities and deadlines
• Clear written and verbal communication skills
• Professional judgment and discretion
• Collaborative, team-oriented approach

• Experience supporting employee benefits programs or related work
• Experience with health insurance carriers and benefit administration
• Knowledge of group medical, dental, vision, life, and related products preferred
• Experience with fully insured and/or self-funded plans a plus
• Experience in financial services or credit union environments a plus
• Demonstrated ability to use Microsoft Office tools to analyze data, create executive-ready materials, and manage complex workflows.
• Willingness to obtain Life & Health insurance licensing as part of professional development

Starting exempt pay range: $75,000 - $79,000 per year, depending on relevant experience.

Work schedule:
Monday Friday, business hours.
This is a hybrid work…