AmeriLife
employee benefits
AccountCoordinator
“Account Coordinator at AmeriLife. Skills: customer service, time management, communication. assisting with the successful implementation and ongoing coordination of the benefit plan offerings, communication and administration services. Enter and Manage all case related tasks and activities in the company’s CRM system”
What You'll Achieve.
ensure service expectations are being met; provide timely follow-up to support client relationships; ensure successful delivery of the enrollment system for the open enrollment; ensuring accurate plan data and resource updates; ensure successful implementation
Industry & Context.
What They're Looking For.
Must Have
Bachelor’s degree or minimum 3 years of experience in the employee benefit or life / health insurance industry preferred, Must obtain and preserve required licenses/certifications as required, Proficiency in Microsoft Outlook, Word, Excel and PowerPoint and applicable technology, interpersonal effective oral and written communications both internally and externally
Nice to Have
Experience in working with Benefit Enrollment / Benefit Administration Systems is a plus
What You'll Do.
assisting with the successful implementation and ongoing coordination of the benefit plan offerings
communication and administration services
Enter and Manage all case related tasks and activities in the company’s CRM system
Handles all service and eligibility related issues related to their assigned client account’s
Works with internal sales team to fulfill case specific proposals or RFP requests
assisting with the setup of client group case enrollments
Create and manage client employee benefit communication aspects
Coordinates the activities and tasks related to the annual open enrollment project plan
How You'll Work.
Team & Collaboration
Works directly with the Account Executive Team Leader; Works with internal sales team; working with internal service team members; working with the client group and internal teams; in conjunction with the Account Executive and corresponding client representative(s)
Communication Scope
verbal and written communicators; presentation; effective oral and written communications both internally and externally
Process & Methodology
project management skills, annual open enrollment project plan
Applying for this Account Coordinator role?
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