#LI-KW1 #LI-Hybrid Essential Functions and Primary Duties • 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 • 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. • 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, contribute to discussions when necessary, and share 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 • Proficient in 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 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