Account Coordinator

*Department*: Employee Benefits Department *Position*: Account Coordinator *FLSA Status:* Non-Exempt *Reports to: *Account Relationship Manager *Bilingual candidates are encouraged to apply (especially those who speak Spanish).
* *Primary Duties Summary:* Collaborate directly with Senior Account Managers, Account Managers, and Sales Executives to provide essential support in servicing employee benefit clients.
Engage in the entire marketing and renewal process, potentially taking on account management responsibilities for small business clients.
Bilingual candidates are encouraged to apply (especially those who speak Spanish).
*Essential Duties and Responsibilities:* _Job duties may be modified as business conditions change_ * Assist in preparing and processing new and current group renewals, including bid requests and proposal spreadsheeting.
* Conduct a comprehensive comparison and analysis of received proposals to determine benefits, premium rates, and competitiveness * Create presentations adhering to internal processes and guidelines.
* Proofread benefit summaries, prepare guides, and review contracts * Conduct open enrollment meetings proficiently * Maintain client filing and update the agency management system as directed.
* Consistently develop a working knowledge of the Benefit Department job functions, and all other aspects of the department * Uphold professional conduct standards with carriers, clients, and co-workers.
* Develop and maintain strong working relationships with carriers, clients, and colleagues * Ability and knowledge to provide back-up and perform the specific duties of an Account Manager, in addition to other job functions within the Department, when required * Pursue a program for personal and professional development which includes CEBS or AHIP Designations * *Required Qualifications and Skills:* * * *To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
The requirements listed below are representative of the knowledge, skill and/or ability required.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
* * *Must currently hold an Idaho Life and Health Producer license; or must obtain within three months from date of hire * * *Remain informed of new, updated industry information as well as new product information from the carriers* * *Task oriented, excellent organizational skills, ability to prioritize workload, strong attention to detail* * *Excellent time management skills* * *Excellent problem solving and negotiating skills* * *High level of computer literacy including a working knowledge of Windows, Office 365* * *Intermediate skill level of Excel skills: Spreadsheets, Formulas, Graphs, * * *Intermediate skill level in Word, Excel and Power Point* * *Excellent communication skills (written and verbal)Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate.
* *Physical Demands:*The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle controls; and talk or hear.
The employee frequently is required to reach with hands and arms.
The employee is occasionally required to stand; walk; and stoop.
The employee must regularly lift and/or move up to 10 pounds.
Specific vision abilities required by this job include close vision and the ability to adjust focus.
Job Type: Full-time Pay: $42,029.
41 - $50,616.
06 per year Benefits: * 401(k) * Dental insurance * Health insurance * Life insurance * Paid time off Schedule: * Monday to Friday Work Location: Hybrid remote in Meridian, ID 83642