Benefits Accoount Coordinator

Job Description: Employee Benefits Account Coordinator

Job Title: Employee Benefits Account Coordinator

Location: The Hive – Sandy, UT 84070

Reports to: Agency Leader, Client Services Director, or Lead Benefits Account Manager

Department: Employee Benefits

FLSA Status: Non-Exempt

Job Purpose

The Employee Benefits Account Coordinator provides administrative and client service support to the Employee Benefits team. This role assists Account Managers and Producers with day-to-day servicing activities, renewal preparation, carrier communication, and account documentation while delivering a high level of responsiveness and professionalism to clients and internal teams.

Key Responsibilities

1. Client Service and Account Support

• Assist Account Managers and Producers with servicing Employee Benefits accounts.
• Respond to routine client inquiries and requests in a timely and professional manner.
• Support preparation of client materials, spreadsheets, presentations, and benefit-related documentation.
• Assist with onboarding new groups and processing service requests.

2. Renewal and Administrative Support

• Help prepare renewal documentation and gather required information from clients and carriers.
• Maintain accurate and organized electronic files within the agency management system.
• Assist with enrollments, applications, invoices, and carrier paperwork.
• Track deadlines and follow up on outstanding items to ensure timely completion.

3. Carrier and Vendor Coordination

• Communicate with carrier representatives regarding routine service matters and requests.
• Assist in obtaining quotes, forms, and policy-related information from carriers.
• Document client and carrier communications accurately within internal systems.

4. Team Collaboration and Operational Support

• Work collaboratively with Account Managers, Producers, and internal departments.
• Participate in team meetings and assist with department initiatives and projects.
• Support additional administrative and operational tasks as assigned.

Qualifications

Education & Experience

• High school diploma or equivalent required; Associate’s or Bachelor’s degree preferred.
• 1 years of administrative, customer service, or insurance-related experience preferred.
• Employee Benefits or insurance brokerage experience is a plus.
• Life & Health insurance license preferred or willingness to obtain within a specified timeframe.

Knowledge, Skills & Abilities

• Strong attention to detail and organizational skills.
• Excellent written and verbal communication abilities.
• Ability to prioritize tasks and work effectively in a fast-paced environment.
• Proficiency in Microsoft Office Suite, including Outlook, Word, and Excel.
• Ability to learn agency management systems and carrier platforms quickly.

Working Conditions

• Primarily office-based.
• Prolonged periods of sitting and computer use.
• May require occasional extended hours during renewal periods or peak workloads.
• Must be able to pull or lift up to 15 pounds occasionally.