Account Coordinator

This position plays a vital role in ensuring the smooth day-to-day management of client accounts, including data entry, documentation, carrier coordination, and preparation of client materials. The ideal candidate is a dependable team player who thrives in a structured environment, enjoys working behind the scenes, and takes pride in maintaining accuracy and efficiency across multiple tasks.

• Provide administrative support to Account Managers and Account Executives in the servicing of client accounts.
• Prepare and maintain client files, ensuring that enrollment data, eligibility lists, plan documents, and correspondence are complete, accurate, and up to date.
• Process employee benefit enrollments, terminations, and changes within benefits administration systems, verifying eligibility and ensuring data accuracy.
• Assist in the preparation and distribution of client communications, including open enrollment materials, renewal packets, and compliance notices.
• Coordinate with insurance carriers and vendors to gather information, confirm coverage details, and resolve routine issues.
• Support the renewal process by organizing data, updating plan summaries, and assembling client presentations.
• Generate and proofread reports, spreadsheets, and billing statements to ensure accuracy prior to client delivery.
• Schedule and coordinate meetings, calls, and internal follow-ups for the Account Management team.
• Maintain task lists, calendars, and timelines to ensure deliverables are completed accurately and on schedule.
• Assist with special projects and administrative tasks as needed, contributing to the efficiency of the department.
• The Employee Benefits Account Coordinator position serves as an excellent foundation for career advancement within Evans National. Successful coordinators have the opportunity to develop their benefits knowledge, client management skills, and industry expertise — preparing them for future roles such as Account Manager or Account Executive as they gain experience and demonstrate strong performance.

• Competitive salary commensurate with experience
• Comprehensive benefits package, including health, dental, and vision insurance
• Retirement savings plan with employer match
• Paid time off and flexible work arrangements
• Professional development and career growth opportunities
• Collaborative and supportive work environment

• Bachelor’s degree preferred, but not required.
• 1–2 years of experience in administrative support or customer service, ideally in employee benefits, insurance, or HR-related fields.
• Strong organizational and time management skills, with the ability to prioritize tasks and meet deadlines in a fast-paced environment.
• Excellent written and verbal communication skills, with a keen attention to detail and accuracy.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint); experience with CRM and benefits administration software preferred.
• Ability to work effectively both independently and as part of a collaborative team.
• Commitment to providing exceptional customer service and building positive relationships with clients.