CBIZ Employee Services Organization
Account Coordinator I Employee Benefits
CBIZ Employee Services Organization, Kansas City, Missouri, United States, 64101
Locations 700 W 47th St Ste 1100, Kansas City, MO, 64112, US (Hybrid)
Essential Functions and Primary Duties
Client Relationship Management Provide essential back-end administrative support for client accounts, ensuring smooth operations and timely responses to team requests
Collaborate closely with Account Managers and Account Executives to understand client needs and preferences, assisting in the execution of tailored solutions
Participate in client calls as needed, supporting Account Managers and Account Executives in presenting information and addressing client concerns
Maintain thorough documentation of client interactions and activities, ensuring all relevant information is accurately recorded and accessible to the client-facing team
Communication & Administrative Support Assist in the preparation and updating of employee benefits communications, including benefit guides, flyers, supplements, etc.
Pull claims reporting data for account teams to identify trends and opportunities for improvement
Client Data Management Maintain accurate and up-to-date client records, ensuring the integrity and confidentiality of sensitive information
Manage the enrollment process for new hires, including orientation sessions and coordinating with benefit providers
Process changes to benefits due to life events such as marriage, birth, adoption, or qualifying changes in employment status
Work closely with internal teams, including account managers and account executives, to ensure the seamless execution of client deliverables
Participate in team meetings by taking notes, contribute to discussions when necessary, and share insights to enhance overall client satisfaction
Licensure To progress in this position, Account Coordinators are expected to study for and pass the Life and Health Insurance Exam
Preferred Qualifications Bachelor's degree in business, Human Resources, communications, or related field preferred
Strong organizational and multitasking abilities
Excellent written and verbal communication skills
Proficient in Microsoft Office Suite and familiarity with client management software is a plus
Ability to work collaboratively in a team-oriented environment
Eagerness to learn and adapt to a dynamic, fast-paced industry
Minimum Qualifications
High School Diploma or GED required
1-2 years of relevant work experience in the insurance industry
Ability to work in a team environment as well as independently
Must maintain current required licenses and certifications relevant to field of expertise
Proficient use of applicable technology
Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally
About Us CBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets coast to coast.
CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.
Notice to Candidates Requiring Sponsorship At this time, CBIZ is not engaging with applicants who require sponsorship.
Compensation & Benefits The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position. Beyond income, you have access to: comprehensive medical and detail insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more.
Notice to Third-Party Agencies CBIZ does not accept unsolicited resumes from recruiters or agencies. Any staffing/employment agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of CBIZ. CBIZ will have the right to hire that applicant at its discretion and without any fee owed to submitting staffing/employment agency, person or entity.
Reasonable Accommodation If you are a qualified individual with a disability, you may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling 844-558-1414 (toll free) or send an email to accom@cbiz.com .
Equal Opportunity Employer CBIZ is an equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit Know Your Rights .
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Essential Functions and Primary Duties
Client Relationship Management Provide essential back-end administrative support for client accounts, ensuring smooth operations and timely responses to team requests
Collaborate closely with Account Managers and Account Executives to understand client needs and preferences, assisting in the execution of tailored solutions
Participate in client calls as needed, supporting Account Managers and Account Executives in presenting information and addressing client concerns
Maintain thorough documentation of client interactions and activities, ensuring all relevant information is accurately recorded and accessible to the client-facing team
Communication & Administrative Support Assist in the preparation and updating of employee benefits communications, including benefit guides, flyers, supplements, etc.
Pull claims reporting data for account teams to identify trends and opportunities for improvement
Client Data Management Maintain accurate and up-to-date client records, ensuring the integrity and confidentiality of sensitive information
Manage the enrollment process for new hires, including orientation sessions and coordinating with benefit providers
Process changes to benefits due to life events such as marriage, birth, adoption, or qualifying changes in employment status
Work closely with internal teams, including account managers and account executives, to ensure the seamless execution of client deliverables
Participate in team meetings by taking notes, contribute to discussions when necessary, and share insights to enhance overall client satisfaction
Licensure To progress in this position, Account Coordinators are expected to study for and pass the Life and Health Insurance Exam
Preferred Qualifications Bachelor's degree in business, Human Resources, communications, or related field preferred
Strong organizational and multitasking abilities
Excellent written and verbal communication skills
Proficient in Microsoft Office Suite and familiarity with client management software is a plus
Ability to work collaboratively in a team-oriented environment
Eagerness to learn and adapt to a dynamic, fast-paced industry
Minimum Qualifications
High School Diploma or GED required
1-2 years of relevant work experience in the insurance industry
Ability to work in a team environment as well as independently
Must maintain current required licenses and certifications relevant to field of expertise
Proficient use of applicable technology
Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally
About Us CBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets coast to coast.
CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.
Notice to Candidates Requiring Sponsorship At this time, CBIZ is not engaging with applicants who require sponsorship.
Compensation & Benefits The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position. Beyond income, you have access to: comprehensive medical and detail insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more.
Notice to Third-Party Agencies CBIZ does not accept unsolicited resumes from recruiters or agencies. Any staffing/employment agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of CBIZ. CBIZ will have the right to hire that applicant at its discretion and without any fee owed to submitting staffing/employment agency, person or entity.
Reasonable Accommodation If you are a qualified individual with a disability, you may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling 844-558-1414 (toll free) or send an email to accom@cbiz.com .
Equal Opportunity Employer CBIZ is an equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit Know Your Rights .
#J-18808-Ljbffr