Account Coordinator

Description

Position at Insurance Office of America

*** This is a Hybrid opportunity based out of our Cherry Creek, CO office ***

Job Summary

Responsible for IOA Benefits department administrative and support activities, including Internal/ external customer service and communication; individual productivity, quality, and service levels; eligibility processing; data entry; general administration; meeting/presentation preparation; marketing/branding functional support; professional development; identification of sales opportunities; IOA core values.

Key Responsibilities
Lives and champions IOA core values at all times, demonstrating the highest levels of personal character, integrity, and servant leadership.
Under direction of Account Team leadership, assists with Benefits department administrative support functions, meeting all performance requirements regarding production, quality, and service, and ensuring that no liability associated with errors and omissions occur.
Delivers outstanding client service at all times, including proactively anticipating internal and external client needs, maintaining frequent and professional communication, and responding quickly to any service requests.
Demonstrates a strong work ethic, positive attitude, and willingness to assists others at all times.
Actively seeks to grow IOA business, including identifying and acting on sales opportunities.
Processes all client employee plan eligibility data completely, accurately, and within required timeframes, including:

New hire benefit enrollments
Benefit plan participant changes and terminations

Notifies and effectively works with carriers to resolve any client data portal technical issues.
Maintains agency management system, ensuring all data entered is complete, clearly presented, accurate, and up-to-date.
Provides administrative support for carrier marketing, marketing/branding, and client reporting functions within team.
Assists in client presentation and meeting preparation.
Manages all incoming mail, faxes, and other correspondence.
Assists in compilation and distribution of marketing/collateral materials.
Willingly assists in any general office support/administration when requested or assigned.
Monitors Individual performance to ensure productivity, efficiency, quality, and service standards are met, taking corrective actions when required.
Actively promotes IOA culture and a positive work environment at all times, including participation in team building and other activities.
Maintains frequent and transparent communication regarding individual performance and activities with supervisor.
Works effectively with 1099 sales personnel as needed, seeking input and developing win-win solutions to any process, service, quality, or productivity issues.
Continually seeks to improve individual and team performance, including identifying, communicating and adopting best practices.
Complies with all company work rules, standards, and policies and procedures at all times.
Grows and maintains technical competence and industry/market knowledge.
Ensures professional skills are continuously improved by actively participating in internal/external development opportunities.
Develops and maintains positive, productive relationships with IOA leadership, peers, co-workers, teammates and employees.
Performs other duties as assigned.

Required Competencies, Skills, & Experience
2+ years of industry experience
Excellent administrative, multi-tasking, and organizational skills
Customer service skills
Outstanding verbal/written communication skills
PC proficiency
Exceptional personal character
High School Diploma (or equivalent)

Any unsolicited resumes or candidate profiles submitted to e-mail accounts of employees of Insurance Office of America, hereafter referred to as IOA, or any of its subsidiaries are considered property of IOA for recruiting purposes and are not subject to payment of agency fees. In order to be an authorized vendor for IOA, any such agency must have an existing formal written agreement signed by an authorized IOA HR leader and an active working relationship with the organization. Resumes must be submitted according to our candidate submission process, which includes being actively engaged by IOA on the particular search by a member of our Talent Acquisition Team. Likewise, for our authorized Vendors, if the candidate submission process is not followed, no agency fees will be paid by IOA or our subsidiaries.