- Interfaces with entire account management team to support client service and renewal efforts
- Accesses database to create reports on a regularly scheduled basis.
- Audits data as requested
- Follow up with carriers regarding reporting requests and/or questions
- Maintain proper filing and documentation processes
- Responsible for following role specific CRM workflows including proper document management
- Foster and maintain effective communication amongst the entire team. Share information / Ask questions / Seek clarity
- Attend department meetings to keep current on the activities of sales and service
- Perform other duties and projects as may be required
- Escalate issues to the appropriate resources to resolve issues.
- Oversee the maintenance of current and historical plans, process maps, rates, plan documents and other pertinent client information in Salesforce to maintain the integrity and accuracy of the system.
- Complete and provide scheduled reporting tasks (monthly, quarterly, semi-annually)
- Identify, assess, resolve, and/or escalate issues, concerns or challenges as needed.
- Bachelor's Degree
- 1-3 years' experience in a consulting, brokerage, or insurance company environment
- PA Life, Accident & Health Insurance license (or able to acquire within 90 days)
- Self-Funded benefits experience preferred
- Excellent customer service skills with a high level of customer focus, motivation and follow through
- Ability to work in a fast-paced environment with excellent prioritization, project management, problem solving and time management skills
- Works equally well autonomously or as part of a team
- Resourceful and inquisitive
- Excellent written and oral communication
- Proficient in Microsoft Office Suite (Outlook, PowerPoint, Word, Excel)
- Strong analytical skills and the ability to pay attention to details
-
Surgical Services Coordinator
3 weeks ago
Penn Medicine West Chester, United States**Description** · Penn Medicine is dedicated to our tripartite mission of providing the highest level of care to patients, conducting innovative research, and educating future leaders in the field of medicine. Working for this leading academic medical center means collaboration w ...
-
Surgical Services Coordinator
3 weeks ago
Penn Medicine West Chester, United States**Description** · Penn Medicine is dedicated to our tripartite mission of providing the highest level of care to patients, conducting innovative research, and educating future leaders in the field of medicine. Working for this leading academic medical center means collaboration w ...
-
Service Coordinator
2 weeks ago
Haverford Systems Inc Downingtown, United States**Job Overview**: · Your ability to problem solve, communicate effectively, and approach issues in a client-centric fashion will be vital in maintaining the level of service we strive to offer. · This is a full-time position Monday through Friday in our office in Downingtown, Pen ...
-
Service Coordinator
1 week ago
UPMC Philadelphia, United States**UPMC Health Plan's Community HealthChoices team is looking to add Service Coordinators in the Bucks and Montgomery County area** · Community HealthChoices (CHC) is Pennsylvania's managed care long-term services and supports (LTSS) program serving seniors and individuals with ph ...
-
Service Coordinator
1 week ago
UPMC Philadelphia, United States**UPMC Health Plan's Community HealthChoices team is looking to add Service Coordinators in the Delaware and Chester County area** · Community HealthChoices (CHC) is Pennsylvania's managed care long-term services and supports (LTSS) program serving seniors and individuals with ph ...
-
Service Coordinator
1 week ago
SAM, Inc Reading, United StatesOur **vision** is to leave **EVERYONE** we meet, **BETTER OFF** · - We believe..._ · - We consider our employees to be our most valuable asset. · - People are to be treated with dignity and respect in every interaction. · - Diversity enhances our world. · - We must find a way to ...
-
Service Coordinator
3 weeks ago
Miner, LTD New Castle, United States: · **The Company** · Miner Ltd, an OnPoint Company, is an industry-leading service and equipment solutions provider with branch-based operations across the country. OnPoint Group is a fast-paced and ever-changing company and has been awarded the **Best Managed Companies** Award ...
-
Service Coordinator
1 week ago
HopePHL Philadelphia, United States**SERVICE COORDINATOR** · **Classification**:Exempt · **Reports to**:Director of YES · **DEPARTMENT**:Youth Emergency Service (YES) - Teen Shelter · **JOB SCHEDULE**:40-hour week · **JOB DESCRIPTION** · **About HopePHL** · **Summary**: · **Essential Duties and Responsibilities**: ...
-
Service Coordinator
1 week ago
Kärcher North America Inc Blackwood, United StatesThe salary range for this position is $ $25.00 Hourly · **This is how you WOW**: · - Entering service calls into company service system · - Assign and Dispatch service calls to field technicians and service partners within assigned area · - Review and Submit Field Quotes and Upda ...
-
Service Coordinator
4 days ago
Miner, LTD New Castle, United States: · **The Company** · Miner Ltd, an OnPoint Company, is an industry-leading service and equipment solutions provider with branch-based operations across the country. OnPoint Group is a fast-paced and ever-changing company and has been awarded the **Best Managed Companies** Award ...
-
Service Coordinator
1 day ago
Casey Ball Supports Coordination, LLC Philadelphia, United StatesMONTHLY TRAVEL IS REQUIRED TO SEE CLIENTS FACE-TO-FACE. MONTGOMERY, PHILADELPHIA AND SURROUNDING COUNTIES. · PLEASE NOTE THIS POSITION REQUIRES A COLLEGE DEGREE IN SOCIAL WORK OR RELATED FIELD OF STUDY. · To support individuals with physical and mental disabilities to live an ind ...
-
Patient Services Coordinator
1 week ago
Penn Medicine Radnor, United States**Description** · Penn Medicine is dedicated to our tripartite mission of providing the highest level of care to patients, conducting innovative research, and educating future leaders in the field of medicine. Working for this leading academic medical center means collaboration w ...
-
Facilities Service Coordinator
2 weeks ago
Suburban Community Hospital East Norriton, United StatesOverview: · At Suburban Community Hospital, our dedicated team of professionals is committed to our core values of quality, compassion, and community. Suburban Community Hospital is actively seeking new members to join its award-winning team · Suburban Community Hospital, a not-f ...
-
Office Services Coordinator
2 weeks ago
CBRE Philadelphia, United States**Office Services Coordinator** · **Job ID** · **Posted** · - 14-May-2024**Service line** · - Advisory Segment**Role type** · - Full-time**Areas of Interest** · Sales Support · **Location(s)** · Philadelphia - Pennsylvania - United States of America, Radnor - Pennsylvania - Unite ...
-
Volunteer Services Coordinator
1 week ago
State of Delaware New Castle, United StatesThis is the first level in the series. · **Essential Functions**: · Essential functions are fundamental, core functions common to all positions in the class series and are not intended to be an exhaustive list of all job duties for any one position in the class. Since class speci ...
-
Services Coordinator- Elderly
1 week ago
The Philadelphia Housing Authority Philadelphia, United StatesUnder general supervision, provide advocacy and support to Philadelphia Housing Authority (PHA) senior and or disabled residents with referrals to appropriate service agencies and contractors. Provide information resources for the best possible quality of life in the areas of hea ...
-
Patient Services Coordinator
2 weeks ago
Penn Medicine Philadelphia, United States**Description** · Penn Medicine is dedicated to our tripartite mission of providing the highest level of care to patients, conducting innovative research, and educating future leaders in the field of medicine. Working for this leading academic medical center means collaboration w ...
-
Patient Service Coordinator
3 weeks ago
Penn Medicine West Chester, United StatesPenn Medicine is dedicated to our tripartite mission of providing the highest level of care to patients, conducting innovative research, and educating future leaders in the field of medicine. Working for this leading academic medical center means collaboration with top clinical, ...
-
Patient Service Coordinator
2 weeks ago
Pennsylvania Medicine West Chester, United StatesPenn Medicine is dedicated to our tripartite mission of providing the highest level of care to patients, conducting innovative research, and educating future leaders in the field of medicine. Working for this leading academic medical center means collaboration with top clinical, ...
-
Patient Service Coordinator
2 weeks ago
Pennsylvania Medicine West Chester, United StatesPenn Medicine is dedicated to our tripartite mission of providing the highest level of care to patients, conducting innovative research, and educating future leaders in the field of medicine. Working for this leading academic medical center means collaboration with top clinical, ...
Account Service Coordinator - West Chester, United States - Craig Bradford Associates
Description
Salary: $65K to $85K plus 10% bonus
Excellent Benefits
Hybrid (on site to start)
Position Summary
The Account Service Coordinator is a role that supports the entire Employee Benefits Account Management team to execute the strategic deliverables for the company's brokers/clients. The position is responsible for monitoring all tasks and deliverables and maintaining all project plans for assigned tasks. This position works with internal teams as well as outside partners as necessary and is a part of the company's account management team.
Job Responsibilities:
Essential Requirements for Education and/or Experience:
Specialized Knowledge/Beneficial Skills and Experience: