Group Dynamic Hiring For Account Coordinator at Falmouth, ME, United States Full Time

Job Description

POSITION SUMMARY: The Account Coordinator provides administrative support to Account Managers and Sales/Territory Managers in the areas of new client development, plan implementation and client service, including the renewal process.FUNCTIONS AND RESPONSIBILITIES: Client Development Responsibilities

• Provides administrative support for sales activities including proposal preparation.
• Manages proposal requests by establishing prospects in database and sending requested proposals to brokers and clients.

Plan Implementation Responsibilities Client Record Creation:

• Creates contact record in GDI’s contact management software, Goldmine.
• Creates electronic Client folder in Client Directory and stores relevant completed set up forms within.
• Assists with client plan legal document preparation on an as-needed basis.

Employer Communication:

• Prepares client document package/welcome email and sends to client.
• Conducts employee educational meetings/attend client benefit fairs as needed.
• Works with GDI’s Administrative Team to facilitate delivery of educational materials to clients.

Client Service Responsibilities Renewal:

• Provides administrative support for the distribution of renewal information.

Compliance:

• Provides client support through phone and email for basic compliance questions.
• Provides administrative support with non-discrimination testing.
• Provides administrative support with the Compliance Alert email process.

General Client Service:

• Executes internal change communications with regard to client changes and updates database accordingly.
• Manages Client Services email and provide phone coverage for the department.
• Serves as the liaison with other team members regarding the receipt of plan design and enrollment data.
• Provides exceptional customer service to clients.
• Actively participates in, and contributes to, GDI’s VIP Initiative.

DESIRED EDUCATION/EXPERIENCE: Minimum education: High School Diploma; 2 years of post-secondary education is preferred.Minimum experience: 2 years of experience in an administrative role; experience in the employee benefits field is preferred.SKILLS AND ABILITIES:

• Excellent organization and time management skills.
• Able to adhere to strict timelines.
• Ability to demonstrate strong ethics and professionalism in interpersonal relations.
• Ability to work as an effective and collaborative team member.
• Ability to communicate well and build relationships with a variety of internal and external stakeholders.
• Ability to multi-task and prioritize work in a busy environment.
• Ability to handle confidential information.
• Proficiency in written and oral communication.
• Proficiency with Microsoft Office Suite, including Outlook, Word, Excel and Access. Ability to utilize GDI’s contact management database, Goldmine, and account administration platform, WEX Health Cloud.
• Ability to gain product knowledge in order to be able to answer basic compliance questions.
• Ability to embrace and adapt to change.

PHYSICAL AND ENVIRONMENTAL REQUIREMENTS

• Both remote and in-office work are available at Manager’s discretion.
• Sitting/Standing (working at a desk), using a computer – up to 90%
• Walking up to 10%

Job Type: Full-timePay: $15.00 – $20.00 per hourBenefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Education:

• High school or equivalent (Preferred)

Experience:

• Accounting: 2 years (Required)
• Customer Service: 2 years (Preferred)

Work Location: One location