Account Support Coordinator

Primary Role: 

As an Employee Benefits Account Administrator, you will be responsible for assisting Account Managers and Account Executives with the servicing of assigned Employee Benefits accounts in accordance with the practices, policies, and procedures of the Company. 

Duties and Responsibilities: 

• Coordinate the servicing of assigned accounts with the Account Manager 

• Enter data as required by insurance company automation systems 

• Provide support to the Account Manager on pre-renewal processes 

• Handle correspondence and the clerical processing of accounts including applications and computer input of each account 

• Process certificate of insurance requests as needed 

• Help track cancellation/reinstatement system for EB accounts 

• Responsible for developing complete familiarity with all forms and paperwork including their intent and purpose 

• Conduct business from a professional standpoint and willingness to learn 

• Prepare invoices, transmittals, ID cards, certificates of insurance, binders, and cancellation forms as required. 

• Review and process change requests in the broker management system 

• Prepare policies for policy check and delivery to clients 

• Maintain an accurate suspense system on all items that require a response 

• Responsible for scanning/electronic filing of communications and documents 

• Input/maintain data on account management system and ancillary systems as required 

• Attends industry related continuing education training and courses. 

• Follow HUB Broker Standards 

Key Competencies: 

• To perform the job successfully, an individual should demonstrate the following competencies: 

• Team Work – Supports all organizational departments in a collaborative effort for everyone to succeed.   

• Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information. 

• Initiative – Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed. 

• Quality Management – Demonstrates attention to detail. 

• Project Management – Ability to work with a team and adhere to deadlines 

Experience and Education 

• 3 Years of administrator related work experience (Insurance Industry experience preferred) 

• High School diploma or equivalent