What are the responsibilities and job description for the Account Coordinator position at Cundy Insurance?
Position Overview
Hiring: Account Coordinator
Industry: Employee Benefits Consulting
Organization: Cundy, Inc
Hours: 8:30 – 5:30 Mon- Fri
Location: Fort Lauderdale, FL |
Recent College Graduates are welcome to apply!
Benefits include:
- Insurance – Medical, Dental, Vision, Disability, FSA, Life
- Paid Time off, Vacation and Sick
- Paid Holidays
- Opportunity to grow
About Us:
We’re a locally owned, family-operated employee benefits consulting firm helping employers design and manage meaningful benefit programs. Our clients trust us for our personal service, integrity, and creative problem-solving — values we also extend to our team.
Position Overview:
As an Account Coordinator, you will support the employee benefits team, internally ensuring accuracy and consistency across client accounts. Prior experience in employee benefits is helpful but is not required for this entry-level role. We value curiosity, accountability, and willingness to learn. This is a great opportunity to learn about employee benefits as an Account Coordinator.
Responsibilities:
- Assist with client onboarding, renewals, and ongoing service tasks
- Prepare and organize materials for meetings, open enrollment, and renewals
- Enter, update, and maintain client and plan data across multiple internal software platforms
- Support the Director of Client Management and Account Managers with internal account coordination
- Track deadlines, deliverables, and outstanding items to ensure work is completed on time
- Assist with documentation and compliance-related processes under supervision
- Communicate with clients or insurance carriers as needed
Qualifications:
- Bachelor’s degree or equivalent in experience
- Strong organizational skills and attention to detail
- Comfortable working with data, systems, and structured processes
- Ability to manage multiple priorities in a deadline-driven environment
- Strong written and verbal communication skills, bilingual is a plus
- Willingness to learn and grow in a professional services environment
- No prior employee benefits or insurance experience is required
- Administrative, office, or project coordination experience is a plus
- Ability to learn and work within multiple in-house software platforms
- Proficiency in Microsoft Office, especially Excel, preferred
About Us:
We’re a locally owned, family-operated employee benefits consulting firm helping employers design and manage meaningful benefit programs. Our clients trust us for our personal service, integrity, and creative problem-solving — values we also extend to our team.
E-Verify:
Cundy, Inc participates in the federal government’s E-Verify program, which confirms employment authorization of all newly hired employees and most existing employees through an electronic database maintained by the Social Security Administration and Department of Homeland Security. For all new hires, the E-Verify process is completed in conjunction with the Form I-9 Employment Eligibility Verification on or before the first day of work. E-Verify is not used as a tool to pre-screen candidates. For up-to-date information on E-Verify, go to www.uscis.gov and click on 'E-Verify' located near the bottom of the page.