Account Coordinator - Employee Benefits
AssuredPartners
- Austin, TX
- Permanent
- Full-time
- Support client retention by maintaining a positive image with clients.
- Assist with creating open enrollment guides, finalizing client presentations for new business and renewal meetings, and gathering information related to underwriting, data analytics, marketing, and HR services.
- Enter accurate client information into agency management system and export data as needed.
- Obtain necessary information to prepare for RFP; Distribute RFP to identified markets and ensure RFP deadlines are met by carriers.
- Prepare all required client facing proposal and documents for the Account Executive and assist in tracking data, changes, and client specific information.
- Actively engage in learning; study industry trends. Seek out self-directed learning to increase industry knowledge.
- Maintain carrier updates and bulletins in a shared document environment. Assists in coordinating and scheduling meetings with carriers as instructed by Account Executive.
- Other duties as assigned.
- Competitive base salary
- Generous 30+ Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days
- Health benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options
- Company match 401(k) plan – 50% up to 6%!
- Support of your fitness wellness goals! We offer up to 75% off at over 11,000 gyms and fitness centers
- Opportunity to prioritize your mental health with 24/7 access to licensed therapists
- Pet benefits & discounts
- Desire to learn & grow with us
- Previous Employee Benefits knowledge preferred
- Willingness to obtain appropriate Life and Health license within 6 months of hire, with our support
- Strong organization and written/verbal communication skills
- Demonstrated customer service focus
- Proficient in Microsoft Office or similar systems, including spreadsheets, email, word processing, and presentation software