Core Accounts Coordinator

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We're looking for a highly organized, resourceful, and proactive Account Coordinator to support our commercial Account Management team, specifically in the Vision division.

• Provide daily administrative and operational support to the Account Management team, with a strong focus on vision retiree clients.
• Assist in managing Key accounts alongside senior account managers.
• Pull , plan documents, and group/member bills on request.
• Complete Broker of Record (BOR) forms, change requests, and other documentation using Smartsheet and internal systems.
• Monitor incoming service requests and ensure timely follow-up and resolution.
• Help maintain account records, contact information, and task tracking across platforms.
• Support project work as needed, such as open enrollment prep, reporting pulls, or group onboarding checklists.
• Proactively identify administrative bottlenecks and work with the team to streamline processes.

• Ensure timely and accurate entry of internal service tickets for billing, claims and eligibility support, allowing issues to be resolved quickly and without disruption to client service.
• Maintain and organize client documentation, including meeting prep materials and administrative forms, to support efficient account manager operations.
• Monitor shared team inboxes and triage requests appropriately to prevent missed deadlines, dropped follow‑ups or service delays.
• Reduce administrative workload for account managers, allowing them to focus on client relationships, retention and strategic planning.
• Track open items and follow up with internal departments to ensure client issues are resolved within expected timelines, reducing the need for account manager escalations.
  • Billing
  • Enrollment
  • Claims
• Prepare, manage and maintain internal systems to ensure accurate, up to date information is readily available to the account management team at all times i.e. Cadence, Smartsheet, Sharepoint.

• Monitor shared inboxes and triage incoming requests
  • Benefit clarification
  • Eligibility questions
  • Follow ups
• Open and track internal service tickets
  • Billing
  • Claims
  • Eligibility corrections
• Follow up with Internal Departments
• Assist with meeting preparation
  • Pulling documents
  • Eligibility reports
• Prepare Standard reports for Account Managers ahead of client meetings or renewals
• Organize and Maintain plan documents, renewal deliverables and open enrollment materials
• Support Document routing and signature collection
  • Plan changes
  • Eligibility Rosters

• Collegiality: building strong relationships on company-wide, approachable, and helpful, ability to mentor and support team growth.
• Initiative: readiness to lead or take action to achieve goals.
• Communicative: ability to relay issues, concepts, and ideas to others easily orally and in writing.
• Member-focused: going above and beyond to make our members feel seen, valued, and appreciated.
• Detail-oriented and thorough: managing and completing details of assignments without too much oversight.
• Flexible and responsive: managing new demands, changes, and situations.
• Critical Thinking: effectively troubleshoot complex issues, problem solve and multi-task.
• Integrity & responsibility: acting with a clear sense of ownership for actions, decisions and to keep information confidential when required.
• Collaborative: ability to represent your own interests while being fair to those representing other or competing ideas in search of a workable solution for all parties.

• Minimum 1-2 years in administrative, operations, or client support role‑insurance or healthcare background strongly preferred.
• High School diploma required;
  Experience working in insurance, benefits or administrative support preferred.
• Proficiency in Microsoft Office Suite is a must, especially Excel, Word, PowerPoint, and Outlook.
• Experience with Smartsheet, Salesforce, or similar workflow platforms a plus.
• Strong…