Account Coordinator

• Locations 700 W 47th St Ste 1100, Kansas City, MO, 64112, US (Hybrid)

Essential Functions and Primary Duties

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.

At this time, CBIZ is not engaging with applicants who require sponsorship.

The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position. Beyond income, you have access to: comprehensive medical and detail insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more.

CBIZ does not accept unsolicited resumes from recruiters or agencies. Any staffing/employment agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of CBIZ. CBIZ will have the right to hire that applicant at its discretion and without any fee owed to submitting staffing/employment agency, person or entity.

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