Account Coordinator

Responsibilities

• Provide essential back-end administrative support for client accounts, ensuring smooth operations and timely responses to team requests
• Collaborate closely with Account Managers and Account Executives to understand client needs and preferences, assisting in the execution of tailored solutions
• Participate in client calls as needed, supporting Account Managers and Account Executives in presenting information and addressing client concerns
• Maintain thorough documentation of client interactions and activities, ensuring all relevant information is accurately recorded and accessible to the client-facing team

• Assist in the preparation and updating of employee benefits communications, including benefit guides, flyers, supplements, etc.
• Pull claims reporting data for account teams to identify trends and opportunities for improvement

• Maintain accurate and up-to-date client records, ensuring the integrity and confidentiality of sensitive information
• Manage the enrollment process for new hires, including orientation sessions and coordinating with benefit providers
• Process changes to benefits due to life events such as marriage, birth, adoption, or qualifying changes in employment status

• Work closely with internal teams, including account managers and account executives, to ensure the seamless execution of client deliverables
• Participate in team meetings by taking notes, contribute to discussions when necessary, and share insights to enhance overall client satisfaction

• To progress in this position, Account Coordinators are expected to study for and pass the Life and Health Insurance Exam

• Bachelor's degree in business, Human Resources, communications, or related field preferred
• Strong organizational and multitasking abilities
• Excellent written and verbal communication skills
• Proficient in Microsoft Office Suite and familiarity with client management software is a plus
• Ability to work collaboratively in a team-oriented environment
• Eagerness to learn and adapt to a dynamic, fast-paced industry

• 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

CBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets coast to coast.

CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.

Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.