Client Account Coordinator

Our Company

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For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement.

Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry.

Job Summary

The Account Coordinator is responsible for assisting with the successful implementation and ongoing coordination of the benefit plan offerings, communication and administration services that we deliver to our client group accounts. The Account Coordinator works directly with the Account Executive Team Leader to assist in the execution of various tasks and milestones associated with the annual open enrollments inside their assigned client groups. Account Coordinators should be committed to customer satisfaction. These professionals will communicate directly with existing and prospective clients across different platforms to find out about their needs, and make follow up calls to see if those needs are being met. They develop comprehensive product knowledge, understanding the application and use of internal benadmin enrollment technology, and deploy strong project management skills that are necessary to fully support the Account Executive.
To be a successful Account Coordinator, you should be proactive, positive, and passionate about company offerings and how they create value for clients. Top applicants will be skilled verbal and written communicators with excellent presentation, customer service, time management, and computer skills.

Job Description

ESSENTIAL DUTIES AND RESPONSIBILITIES:

The following reflects management’s definition of essential functions for this job but does not restrict the tasks that may be assigned. Management may assign or reassign duties and responsibilities to this job at any time for business reasons.

• Enter and Manage all case related tasks and activities in the company’s CRM system including all case specific documents related to the plans and administration services provided to assigned group accounts
• Handles all service and eligibility related issues related to their assigned client account’s in working with internal service team members to ensure positive resolution.
• Works with internal account management team to assist in the implementation and delivery of the products and services that are being provided to our new client groups. 
• Responsible for assisting with the setup of group benefit enrollments by working with the client group and internal account support teams in order to gather all pertinent information and ensure successful delivery of the enrollment system for the planned open enrollment
• Coordinates the activities and completion of specific tasks related to the annual open enrollment project plan in conjunction with the Account Executive and corresponding client representative(s) to ensure milestones and deliverables are being met in a timely manner. 

QUALIFICATIONS:

• Experience in the employee benefit or life / health insurance industry preferred
• Must obtain and preserve required licenses/certifications as required
• Familiar with a variety of insurance industry concepts, practices and procedures.
• Able to multitask, prioritize, and manage time efficiently
• Able to work in a fast-paced, team environment as well as independently
• Proficiency in Microsoft Outlook, Word, Excel and PowerPoint and applicable technology
• Strong interpersonal skills; effective oral and written communications both internally and externally
• Flexibility and adaptability; energetic and self-driven
• Experience in working with Benefit Enrollment / Benefit Administration Systems is a plus