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Account Coordinator | Employee Benefits (Hybrid)

Account Coordinator | Employee Benefits (Hybrid)

CBIZUSA, Ohio, Independence
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CBIZ, Inc. is a leading professional services advisor to middle-market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets coast to coast.

CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.

Position Overview :

The Account Coordinator at CBIZ Employee Benefits plays a pivotal role in ensuring the seamless delivery of services to our valued clients. This position offers an exceptional entry point for individuals aspiring to build a career in the employee benefits industry. You will work closely with seasoned benefits professionals and be provided with a team of peers to support your growth, gaining invaluable insights and experience.

Key Responsibilities :

  • Client Relationship Management :

Provide essential back-end administrative support for client accounts, ensuring smooth operations and timely responses to team requests.

  • Collaborate closely with Account Managers and Account Executives to understand client needs and preferences, assisting in the execution of tailored solutions.
  • Participate in client calls as needed, supporting Account Managers and Account Executives in presenting information and addressing client concerns
  • Maintain thorough documentation of client interactions and activities, ensuring all relevant information is accurately recorded and accessible to the client-facing team.
  • Communication & Administrative Support :

    • Assist in the preparation and updating of employee benefits communications, including benefit guides, flyers, supplements, etc.

  • Pull claims reporting data for account teams to identify trends and opportunities for improvement.
  • Client Data Management :

    • Maintain accurate and up-to-date client records, ensuring the integrity and confidentiality of sensitive information.

  • Collaborative Teamwork :

    • Work closely with internal teams, including account managers and account executives, to ensure the seamless execution of client deliverables.

  • Participate in team meetings by taking notes, contributing to discussions when necessary, and sharing insights to enhance overall client satisfaction.
  • Licensure :

    • To progress in this position, Account Coordinators are expected to study for and pass the Life and Health Insurance Exam.

    Preferred Qualifications

  • Bachelor's degree in business, Human Resources, communications, or related field preferred.
  • Strong organizational and multitasking abilities.
  • Excellent written and verbal communication skills.
  • Proficiency in the Microsoft Office Suite and familiarity with client management software is a plus.
  • Ability to work collaboratively in a team-oriented environment.
  • Eagerness to learn and adapt to a dynamic, fast-paced industry.

    • Minimum Qualifications

  • High School Diploma or GED required.
  • 1-2 years of relevant work experience in the insurance industry.
  • Ability to work in a team environment as well as independently.
  • Must maintain current required licenses and certifications relevant to the field of expertise.
  • Proficient use of applicable technology.
  • Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally.

    • #LI-CM #LI-Hybrid

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    Benefit Coordinator • USA, Ohio, Independence

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