The Account Service Coordinator is responsible for providing prompt, accurate, first in class service to clients, providers, and partner companies.

In this role you will assist our benefits consulting team in providing stellar service / administrative support to our book of business.

Responsibilities and Principal Duties :

• Provide outstanding customer service to our clients and broker partners.
• Responsible for servicing Group Benefits accounts following all agency systems and procedures and insurance company regulations.
• Responding to customer and insurance company requests in a professional manner and on a timely basis.
• Oversee, facilitate, and execute implementation documents with Account Management team.
• Develop and review SPD’s and agreements / contracts for accuracy.
• Electronic filing, file set up, file maintenance in CRM and electronic file structure.
• Backup other positions as necessary.
• Be familiar with and follow agency E&O procedures and guidelines.
• Any other projects or duties assigned by management.

Essential Requirements for Education and / or Experience :

• Bachelor’s Degree
• 2 years’ experience in a consulting, brokerage or insurance company environment
• Proficient with Microsoft Word, Excel, Power Point, Outlook and Adobe
• Self-Funded experience preferred

Specialized Knowledge / Beneficial Skills and Experience :

• Excellent customer service skills with a high level of customer focus ,motivation and follow-through
• Ability to work on site every day in the Newtown Square PA area.
• Ability to work in a fast-paced environment with excellent prioritization, project management, problem solving and time management skills.
• Works equally well autonomously or as part of a team
• Resourceful and inquisitive
• Excellent written and oral communication
• Strong analytical skills and the ability to pay attention to details.

Last updated : 2024-05-11