The Account Coordinator reports to the Client Relationship Manager and is responsible for providing administrative support to the Client Relationship Manager in any of the following areas: open enrollment, scanning and saving documentation, organizing and maintaining client files, researching client claims, eligibility, and billing issues, responding to client requests as needed, creating plan summaries and related documentation, calculating client rates, updating Salesforce, and following up with all requests to ensure tasks are complete. The Account Coordinator will represent Centennial in a positive and confident manner assuring outstanding Customer Service to our new and existing clients.
ESSENTIAL JOB FUNCTIONS:
- Coordinate open enrollment meetings. This includes auditing communication documents for accuracy, ordering open enrollment materials, and assembling kits.
- Maintain new/existing client files and Salesforce database
- Manage the 5500 filing process for Employers with over 100 employees
- Perform Post Open Enrollment audits
- Assist with processing enrollment forms at open enrollment and creating payroll deduction reports and benefit census
- Assist in the preparation of client’s Compliance Briefcases
- Provide ongoing support to clients with resolution of claims and eligibility issues
- Answer client inquiries when the Client Relationship Manager is out of the office
CENTENNIAL CULTURE – Our Client Service Commandments
|Keep All Promises:
Anything you say you are going to do is a promise. Use systems to keep track of your promises
Get the job done; take some action right away; return all calls and emails to clients the same day; return all calls and emails to vendors and internally within 24 hours
Be accountable for your own actions
|Be an Advocate for our Clients
Stop, Listen, Think and Act
|Build Real Relationships
Engage in effective and consistent communication with clients and vendors; conduct your work with a positive attitude
|Plan Ahead and be Proactive
Anticipate future needs; 85% of future planned in advance; meetings planned 2 days in advance
Think how things should be done and take responsibility to make sure it’s done correctly; double check your work by asking, ‘If I were the person receiving this, what would I be looking for, what questions might I have…’
Proactively differentiate Centennial in the marketplace
Always continue to learn more so you can effectively help people
Educate clients, vendors, and team members so that everyone’s understanding and effectiveness can be increased
COMPENSATION & BENEFITS
The Centennial provides competitive compensation including base salary, objective based bonus program and benefits package including medical insurance, dental insurance, life insurance, 401(k) matching. (Reduced)
Centennial is dedicated to creating exceptional outcomes for employers. We achieve this by bringing Fortune 500 innovations and strategies to the middle market and providing services that strategically pair each employer’s unique benefit philosophy with their financial objectives. We achieve this by building relationships based on long-term loyalty and trust, which has helped us to maintain a 98+% client retention rate.
For immediate consideration please e-mail your resume to firstname.lastname@example.org. Please use the title Account Coordinator in the subject line.
The Centennial is an equal opportunity employer.