Account Coordinator

SUMMARY

Work directly with the Account Manager and Producer to provide assistance with employee benefit client renewals, market bid requests, Excel spreadsheets, commission letters, BOR/BAA requests, request and compile schedule A’s for 5500 filing, document scanning and filing, agency management system updates, and contract coordination.

ESSENTIAL FUNCTIONS & RESPONSIBILITES

• Assist the Account Manager in the marketing and processing of new and renewal accounts obtained by the Sales Executive or by expansion of existing accounts
• Assist the Account Manager in preparing all market bids to the carriers and assist in the preparation of spreadsheets once received
• Assist the Account Manager in analyze market proposals received from the carrier(s) to determine benefits, premium rates and competitiveness.
• Assist the Account Manager in creating, modify, finalize, and maintain client carrier spreadsheets in accordance with internal processes at renewal and throughout the policy period
• Maintain professional standards in conduct with carries, clients, and other Moreton employees
• Develop and maintain excellent working relationships with carriers, clients, and fellow co-workers
• Consistently develop a working knowledge of the Benefit Department job functions and all other aspects of the department
• 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

QUALIFICATIONS

• Must currently hold appropriate state Life and Health Producer license; or must obtain within three months from date of hire and maintain license by meeting the continuing education requirements
• 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 and Office 365
• Advanced Excel skills:  spreadsheets, formulas, graphs, charts, pivot tables, and knowledge of macros preferred
• Intermediate skill level in Word, Excel and Power Point
• Excellent communication skills (written and verbal)

PHYSICAL DEMANDS

The employee is occasionally required to stand, walk, and stoop.  The employee must regularly lift and/ or move up to 10 pounds.  Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.