Account Coordinator - Cbiz

With over 120 offices and nearly 7,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.    

CBIZ is honored to be the recipient of several national recognitions for 2023:  

• Best and Brightest Companies to Work for in the Nation 
• Top Workplaces USA 
• Best Places to Work in Insurance
• Best and Brightest Companies in Wellness 
• Great Place to Work Certification    
  

CBIZ Benefits & Insurance Services is a division of CBIZ, Inc., providing benefits consulting, HRIS technology, payroll, human capital management, property and casualty, talent and compensation solutions, and retirement plan services to organizations of all sizes. CBIZ is ranked as a Top 20 Largest Broker of U.S. Business (Business Insurance Magazine) and a Top 100 Retirement Plan Adviser (PLANADVISER).   

Position Overview:  

The Account Coordinator at CBIZ Employee Benefits plays a pivotal role in ensuring the seamless delivery of services to our valued clients. This position offers an exceptional entry point for individuals aspiring to build a career in the employee benefits industry. You will work closely with seasoned benefits professionals and be provided with a team of peers to support your growth, gaining invaluable insights and experience. 

 Key Responsibilities: 

•  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.
  • Participate in client calls as needed, supporting Account Managers and Account Executives in presenting information and addressing client concerns
  • 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.
  • Pull claims reporting data for account teams to identify trends and opportunities for improvement. 

• 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.

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