Employee Benefits Account Coordinator-Small B - Buffalo, NY, US

Only for registered members Buffalo, NY, US, United States

1 week ago

Default job background
+ Manage and retain a book of small (2-25 lives) accounts without producer involvement,+ Primary contact between client and carrier,+ Prepare digital meeting materials,+ Track outstanding items and ensure follow-through from appropriate parties+ Facilitate carrier paperwork for new business, renewing business, and ad hoc requests+,+ Assist in coordinating and managing virtual client presentations+,+ Maintain complete and accurate documentation in CRM (Salesforce)+ Support client retention goal of 95%Job summary
The Employee Benefits Account Coordinator will manage a book of small accounts, act as primary contact between clients and carriers, prepare digital meeting materials, track outstanding items, facilitate carrier paperwork, assist with virtual client presentations,
and maintain documentation in CRM. This role requires strong communication skills to support a retention goal of 95%. The compensation range for this position is $43,642.50 to $72,737.50.
Qualifications
  • 3 years' experience in employee benefits,, customer service or account management preferred

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