Account/Benefit Coordinator

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Department:

Client Services

Location:

Independence, OH

Reports to:

Director of Operations

FLSA status:

Exempt

Position summary:

This is a support role, assisting the account & sales teams with basic administrative and other support functions in the team's day-to-day servicing of clients. The account / benefits coordinator will aid in the sales presentations, client implementations, client support meetings, marketing, and participate in special projects.

Major responsibilities:

Will have direct contact with vendors for simple questions or requests
Assists in answering administrative questions from clients
Creates and maintain client files in accordance with office procedures.
Learn to implement and support clients on their benefit communication portal
Prep for client meetings. Create meeting agendas, marketing documents, PowerPoints, and more.
Assist in coordinating communication packets
Assists Account Managers with implementation of new business as directed by the Manager
Assists with problem resolution on billing and eligibility issues.
Create and maintain files and client data; maintain client data Salesforce, as directed by Director of Operations.
Assist Account Managers, Specialists, and others in the office with administrative duties.
Participate in training regarding products and systems

Job requirements & qualifications:

EDUCATION & EXPEREINCE:

High School graduate or equivalent
0-2 years related experience and/or training; or equivalent combination of education and experience.

SPECIAL SKILLS REQUIRED:

Knowledge of benefits administration, industry trends, vendor products and services
Strong customer service knowledge
Ability to work independently and anticipate client and team needs
Effective time management and decision-making skills
Diligent follow up skills
Ability to express ideas clearly in both written and oral communications
Strong Microsoft Excel and PowerPoint skills

COMPUTER SKILLS:

To perform this job successfully, individual should have knowledge of Microsoft Word, Microsoft Excel spreadsheet, Microsoft Access, Power Point design software, and Salesforce.com experience preferred.

SUPERVISORY RESPONSIBLITIES: None

CERTIFICATES, LICENSES, REGISTRATION: None

PHYSICAL DEMAND: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations maybe made to enable individuals with disabilities to perform the essential functions.

Ability to sit at a computer for long periods of time and use a telephone frequently
Standing, walking, talking, hearing, sitting, reaching
Lifting up to 25 lbs. occasionally; lifting up to 10 lbs. regularly

WORKING CONDITIONS: Position will allow for a split between being in the HQ office and flexibility to work remote.

Note:

The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.