Account Specialist

Legacy Advisors Group

Account Specialist

Department: Client Services

Reports to: Owners

Employment Type: Full Time, 40 hours, Monday through Friday

Salary: $40,000-$45,000

About Us:

Founded in 2020, Legacy Advisors Group is a health insurance brokerage located in Columbia, MO. We are a close-knit team focused on helping employers navigate employee benefits with clarity, expertise, and genuine partnership. We strive to create a workplace where collaboration, accountability, and mutual support are the norm. At Legacy Advisors Group, we work hard, celebrate successes together, and value the relationships we build with both our clients and each other.

Benefits:

●     Fully Employer-Paid Medical Insurance Coverage

●     Optional Employee-Paid Dental and Vision Coverage

●     Retirement Plan with Company Match

●     Generous paid time off (PTO) and holidays

What You Will Do:

The Account Specialist supports the Client Services Team team by coordinating the operational and administrative aspects of employee benefits accounts. This role helps maintain client data, track renewal and RFP timelines, and supports the enrollment and compliance processes. As the Account Specialist, you would primarily be working behind the scenes to ensure client accounts are organized, accurate, and prepared for renewal and service needs. This position is primarily internal-facing, though some customer interaction may be required.

What We’re Looking For:

The Account Specialist position is perfect for someone who loves a spreadsheet, staying organized, and checking things off their to-do list. You do not need previous insurance experience. This position is designed as an entry-level pathway into employee benefits account management, providing exposure to brokerage operations, client service, and benefits strategy.

Key Responsibilities:

Data & Account Management

●     Maintain accurate employee census data used for quoting, renewals, and reporting

●     Maintain organized clients records and documentation within CRM systems, benefits platforms, and carrier portals

●     Verify data accuracy and assist with preparing reports used by the Client Services Team

Renewal & RFP Coordination

●     Maintain and monitor client renewal calendars to ensure deadlines are met

●     Track RFP timelines and submission requirements

●     Compile and organize data needed for carrier quitting and renewal analysis

●     Assist in preparing renewal and proposed materials, including organizing carrier quotes and plan information

Prospect Support

●     Assist with quoting for new business opportunities

●     Create professional rate summaries and proposal materials

●     Support the sales process by gathering data and coordinating with carriers

Client Service Support

●     Provide operational support to Account Managers and Account Executives in managing assigned accounts

●     Assist with preparation of open enrollment materials and documentation

●     Support internal coordination of client service requests and follow-up items

●     Occasionally assist with client or carrier communication as needed

Systems & Process Support

●     Utilize CRM systems, benefits administration platforms, and carrier portals to maintain accurate account information

●     Maintain internal tracking tools for renewals, enrollments, and compliance deadlines

●     Identify opportunities to improve organizational workflows

Competencies:

●     Attention to detail

●     Organization and process management

●     Data accuracy

●     Time management

●     Team collaboration

●     Professional communication

Work Environment:

Legacy Advisors offers a business casual office environment in downtown Columbia, MO.

Required Education & Experience:

●     Bachelor’s degree or equivalent professional experience

●     Strong organizational and time-management skills

●     High attention to detail and accuracy when working with data

●     Ability to manage multiple deadlines and priorities

●     Strong written and verbal communication skills

●     Proficiency with Excel and Microsoft Office Suite

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the position.

EOE

Legacy Advisors Group prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.