Account Coordinator; on-site

Account Coordinator (on‑site)

Company: Employee Benefits International (EBI)

Salary range: $50,000 – $65,000

A 6‑7 minute survey is required as part of the application process.

The Account Coordinator role supports clients through their annual product selection, renewal, and implementation processes, acting as the cornerstone of ongoing account support.

• Independent, proactive problem-solver.
• Comfortable in offering suggestions when you see a better way.
• Maintaining schedules and following up on planning, emails, schedules, etc.
• High attention to detail, execution, and follow-through.
• Enjoys accountability and requires minimal supervision.
• Sense of urgency when completing work; ability to multi-task in a fast‑paced environment.
• Enjoys working in a small boutique firm.
• Consistent, reliable, and accurate.
• Ability to automate, document and consistently improve daily workflow.
• Communicate professionally.
• Software and database Management & fielding questions, and support to clients.
• Client Maintenance - General non‑consulting point of contact.
• Ability to operate in a dynamic environment, work independently with minimal supervision, take on multiple tasks, shift priorities quickly, prioritize, and achieve timely and thorough completion of assignments. Ability to coordinate the input of others in these circumstances.
• Strong planning and organizational skills and key attention to detail; demonstrated track record of managing projects.
• High level of emotional maturity and professionalism. Ability to work discreetly. Maintaining privacy and confidentiality is a must.
• Well‑developed and effective written and verbal communication skills, with an excellent grasp of English grammar, punctuation, and format.
• Exceptional computer skills including intermediate or higher-level proficiency in Microsoft Office PowerPoint, Excel, Word, Outlook, Teams, and other business applications.

• Maintain client census process ensuring all necessary information is obtained, scrub and analyze enrollment data for submission.
• Creates renewal/proposal analysis (Spread) using proposals obtained from carriers and vendors.
• Tracks and monitors progress, field questions, and review carrier quotes for accuracy to RFP specifications.
• Maintain client records in the agency database and file systems.
• Request and monitor delivery of renewals from carriers.
• Provides backup support for the customization of the Employee Navigator portal.
• Assist with the preparation of communication and proofreading of materials for both internal and external purposes such as benefit guides, client presentations, and marketing analysis reports.
• Manage file feed set up with 3rd party vendors and carrier partners.
• Attend client functions and key meetings as necessary.
• Prepares benchmarking reports for existing clients.
• Communicate with Carriers and Vendors pre‑post sale/renewal.
• Handle service and compliance issues with clients and carriers.
• Provide customer service for client human resource personnel and employees by answering benefit, billing, and service questions and working to effectively resolve issues.

Full‑time. Monday–Friday, 8 a.m. – 5 p.m. in office.

Benefits include Health & Dental Insurance, 401(k) with Employer Contribution, Employer‑provided Short Term Disability, Long Term Disability, and Life Insurance, and Paid Time Off.

This position requires a current AZ Health, Accident, & Life Insurance License.