Account Coordinator - Middle Market - AZ, TX, UT, CO - Hybrid - The Cigna Group
Plano, TX
About the Job
Account Coordinator – Middle Market
SUMMARY:
The Account Coordinator (AC) plays a crucial role in maintaining client satisfaction and supporting the US Employer Sales Team. Key responsibilities include participating in new business case discovery and implementation calls, collaborating with cross-functional partners to manage the book of business, providing routine communications, and updating client information and benefit intent. Additionally, the AC coordinates third-party vendors, completes product incentive forms, and works closely with the Sales Team to ensure client needs are met and potential issues are proactively addressed. The AC role benefits from face-to-face collaboration with peers and the Sales Team and will be expected to be in their local Cigna office every Tuesday and Wednesday as well as a third floating day per week.
Cigna Competencies: Cigna's competencies identify behaviors required for success at all levels of the organization.
Align
+ Builds Networks: Effectively building formal and informal relationship networks inside and outside the organization.
+ Manages Complexity: Making sense of complex, high quantity, and sometimes contradictory information to effectively solve problems.
Inspire
+ Instills Trust: Gaining the confidence and trust of others through honesty, integrity and authenticity.
Develop
+ Nimble Learning: Actively learning through experimentation when tackling new problems, using both successes and failures as learning fodder.
Deliver
+ Ensures Accountability: Holding self and others accountable to meet commitments.
+ Action Oriented: Taking on new opportunities and though challenges with a sense of urgency, high energy, and enthusiasm.
DUTIES AND RESPONSIBILITIES:
+ Collaborate with Sales, Service Operations, and other applicable partners to manage book of business, address issues, and identify process improvements.
+ Provide routine communications on behalf of Sales, including eKits and product materials, to clients and internal teams.
+ Intake requests and submit forms to appropriate partners (OS, reporting, BOR/BAFb, OLAM).
+ Update Salesforce information (e.g., contacts, MLS status, PG activity, benefit summaries) for sold and renewing cases.
+ Complete product incentive forms to ensure accurate and timely processing.
+ Coordinate and manage set-up of third-party vendors.
+ Actively participate in new and existing business discovery and implementation calls.
+ Liaise with Sales to meet client needs and proactively address potential problems.
+ Keep Sales informed of account status and engage in role-related workgroups, special projects, and best practice sharing initiatives.
+ Own creation of BNCA (Business Notification Case Alert) and handoff to Client Implementation.
+ Managing PBAB (Product Benefit & Advisory Board) on renewals.
+ Provide load balancing support to other ACs if capacity allows.
+ Other duties as business need dictates.
REQUIREMENTS:
+ Bachelor’s degree highly preferred.
+ Proficient knowledge (min 3-5 years in health care / managed care business; to include many or all the following: product knowledge, sales practices, account management and knowledge of administrative operations.
+ Knowledge of Cigna funding options, benefits structure, and platforms are preferred.
+ Ability to manage through systems and influence both external clients/brokers and internal matrix partners.
+ Salesforce & KnowledgeXchange experience preferred.
+ Strong Word, Excel, PowerPoint, SharePoint, Outlook skills.
+ Ability to make quality decisions.
+ Strong verbal and written communication skills.
+ Solid presentation skills.
+ Ability to simplify complex topics and information.
+ Displays empathy & compassion.
+ Demonstrated planning/organizational skills; ability to plan for both the long and short term; ability to work on many issues at once and to prioritize work.
+ Demonstrated ability to develop strong working relationships with both external clients/brokers and matrix partners in the organization; ability to leverage matrix resources to drive deliverables.
If you will be working at home occasionally or permanently, the internet connection must be obtained through a cable broadband or fiber optic internet service provider with speeds of at least 10Mbps download/5Mbps upload.
For this position, we anticipate offering an annual salary of 53,600 - 89,300 USD / yearly, depending on relevant factors, including experience and geographic location.
This role is also anticipated to be eligible to participate in an annual bonus plan.
We want you to be healthy, balanced, and feel secure. That’s why you’ll enjoy a comprehensive range of benefits, with a focus on supporting your whole health. Starting on day one of your employment, you’ll be offered several health-related benefits including medical, vision, dental, and well-being and behavioral health programs. We also offer 401(k) with company match, company paid life insurance, tuition reimbursement, a minimum of 18 days of paid time off per year and paid holidays. For more details on our employee benefits programs, visit Life at Cigna Group .
About Cigna Healthcare
Cigna Healthcare, a division of The Cigna Group, is an advocate for better health through every stage of life. We guide our customers through the health care system, empowering them with the information and insight they need to make the best choices for improving their health and vitality. Join us in driving growth and improving lives.
_Qualified applicants will be considered without regard to race, color, age, disability, sex, childbirth (including pregnancy) or related medical conditions including but not limited to lactation, sexual orientation, gender identity or expression, veteran or military status, religion, national origin, ancestry, marital or familial status, genetic information, status with regard to public assistance, citizenship status or any other characteristic protected by applicable equal employment opportunity laws._
_If you require reasonable accommodation in completing the online application process, please email:_ _SeeYourself@cigna.com_ _for support. Do not email_ _SeeYourself@cigna.com_ _for an update on your application or to provide your resume as you will not receive a response._
_The Cigna Group has a tobacco-free policy and reserves the right not to hire tobacco/nicotine users in states where that is legally permissible. Candidates in such states who use tobacco/nicotine will not be considered for employment unless they enter a qualifying smoking cessation program prior to the start of their employment. These states include: Alabama, Alaska, Arizona, Arkansas, Delaware, Florida, Georgia, Hawaii, Idaho, Iowa, Kansas, Maryland, Massachusetts, Michigan, Nebraska, Ohio, Pennsylvania, Texas, Utah, Vermont, and Washington State._
SUMMARY:
The Account Coordinator (AC) plays a crucial role in maintaining client satisfaction and supporting the US Employer Sales Team. Key responsibilities include participating in new business case discovery and implementation calls, collaborating with cross-functional partners to manage the book of business, providing routine communications, and updating client information and benefit intent. Additionally, the AC coordinates third-party vendors, completes product incentive forms, and works closely with the Sales Team to ensure client needs are met and potential issues are proactively addressed. The AC role benefits from face-to-face collaboration with peers and the Sales Team and will be expected to be in their local Cigna office every Tuesday and Wednesday as well as a third floating day per week.
Cigna Competencies: Cigna's competencies identify behaviors required for success at all levels of the organization.
Align
+ Builds Networks: Effectively building formal and informal relationship networks inside and outside the organization.
+ Manages Complexity: Making sense of complex, high quantity, and sometimes contradictory information to effectively solve problems.
Inspire
+ Instills Trust: Gaining the confidence and trust of others through honesty, integrity and authenticity.
Develop
+ Nimble Learning: Actively learning through experimentation when tackling new problems, using both successes and failures as learning fodder.
Deliver
+ Ensures Accountability: Holding self and others accountable to meet commitments.
+ Action Oriented: Taking on new opportunities and though challenges with a sense of urgency, high energy, and enthusiasm.
DUTIES AND RESPONSIBILITIES:
+ Collaborate with Sales, Service Operations, and other applicable partners to manage book of business, address issues, and identify process improvements.
+ Provide routine communications on behalf of Sales, including eKits and product materials, to clients and internal teams.
+ Intake requests and submit forms to appropriate partners (OS, reporting, BOR/BAFb, OLAM).
+ Update Salesforce information (e.g., contacts, MLS status, PG activity, benefit summaries) for sold and renewing cases.
+ Complete product incentive forms to ensure accurate and timely processing.
+ Coordinate and manage set-up of third-party vendors.
+ Actively participate in new and existing business discovery and implementation calls.
+ Liaise with Sales to meet client needs and proactively address potential problems.
+ Keep Sales informed of account status and engage in role-related workgroups, special projects, and best practice sharing initiatives.
+ Own creation of BNCA (Business Notification Case Alert) and handoff to Client Implementation.
+ Managing PBAB (Product Benefit & Advisory Board) on renewals.
+ Provide load balancing support to other ACs if capacity allows.
+ Other duties as business need dictates.
REQUIREMENTS:
+ Bachelor’s degree highly preferred.
+ Proficient knowledge (min 3-5 years in health care / managed care business; to include many or all the following: product knowledge, sales practices, account management and knowledge of administrative operations.
+ Knowledge of Cigna funding options, benefits structure, and platforms are preferred.
+ Ability to manage through systems and influence both external clients/brokers and internal matrix partners.
+ Salesforce & KnowledgeXchange experience preferred.
+ Strong Word, Excel, PowerPoint, SharePoint, Outlook skills.
+ Ability to make quality decisions.
+ Strong verbal and written communication skills.
+ Solid presentation skills.
+ Ability to simplify complex topics and information.
+ Displays empathy & compassion.
+ Demonstrated planning/organizational skills; ability to plan for both the long and short term; ability to work on many issues at once and to prioritize work.
+ Demonstrated ability to develop strong working relationships with both external clients/brokers and matrix partners in the organization; ability to leverage matrix resources to drive deliverables.
If you will be working at home occasionally or permanently, the internet connection must be obtained through a cable broadband or fiber optic internet service provider with speeds of at least 10Mbps download/5Mbps upload.
For this position, we anticipate offering an annual salary of 53,600 - 89,300 USD / yearly, depending on relevant factors, including experience and geographic location.
This role is also anticipated to be eligible to participate in an annual bonus plan.
We want you to be healthy, balanced, and feel secure. That’s why you’ll enjoy a comprehensive range of benefits, with a focus on supporting your whole health. Starting on day one of your employment, you’ll be offered several health-related benefits including medical, vision, dental, and well-being and behavioral health programs. We also offer 401(k) with company match, company paid life insurance, tuition reimbursement, a minimum of 18 days of paid time off per year and paid holidays. For more details on our employee benefits programs, visit Life at Cigna Group .
About Cigna Healthcare
Cigna Healthcare, a division of The Cigna Group, is an advocate for better health through every stage of life. We guide our customers through the health care system, empowering them with the information and insight they need to make the best choices for improving their health and vitality. Join us in driving growth and improving lives.
_Qualified applicants will be considered without regard to race, color, age, disability, sex, childbirth (including pregnancy) or related medical conditions including but not limited to lactation, sexual orientation, gender identity or expression, veteran or military status, religion, national origin, ancestry, marital or familial status, genetic information, status with regard to public assistance, citizenship status or any other characteristic protected by applicable equal employment opportunity laws._
_If you require reasonable accommodation in completing the online application process, please email:_ _SeeYourself@cigna.com_ _for support. Do not email_ _SeeYourself@cigna.com_ _for an update on your application or to provide your resume as you will not receive a response._
_The Cigna Group has a tobacco-free policy and reserves the right not to hire tobacco/nicotine users in states where that is legally permissible. Candidates in such states who use tobacco/nicotine will not be considered for employment unless they enter a qualifying smoking cessation program prior to the start of their employment. These states include: Alabama, Alaska, Arizona, Arkansas, Delaware, Florida, Georgia, Hawaii, Idaho, Iowa, Kansas, Maryland, Massachusetts, Michigan, Nebraska, Ohio, Pennsylvania, Texas, Utah, Vermont, and Washington State._
Source : The Cigna Group