Account Coordinator

benefitsone is a progressive employee benefits agency, located in Madisonville, Louisiana, dedicated to providing best-in-class service and products and creating customized solutions to reduce our clients’ workload so they can focus on their business.

Position Summary

  • Primarily focused on providing support to Sales and Account Management team on activities related to marketing, sales, and service of client and prospective client accounts.
  • May be responsible for service/claim issues relating to clients/accounts in order to assist client facing Account Managers/Producers with such things as service inquiries, claims, billing, and/or administrative issues.
  • Will coordinate and communicate team workflow and scheduling to maximize effectiveness of team efforts toward relationship building and client retention.
  • Staff at this level work under direct supervision and generally perform work for clients of low to moderate complexity, with little discretion or decision-making capability.
  • Involves no client geared travel with minimal face-to-face client interaction.
  • May ultimately be assigned direct responsibility over a small group of clients for hands on training purposes.

Qualifications

  • Bachelor’s Degree preferred
  • 1 or more years of experience in Client Coordination and/or Claims Management
  • License required (or willing attain license within the first 120 days of employment)

Work Traits

  • Excellent verbal and written communication skills
  • Knowledgeable in Windows and Microsoft Office environment, including Word and Outlook. Microsoft Excel and knowledge of agency management systems or other client management systems is a plus
  • Able to quickly determine critical issues