Job Description

Summary/Objective

The Account Coordinator manages clients’ needs and develops strong relationships through delivery of high-quality customer service. Acts as liaison between clients and internal cross-functional teams. Ensures the timely and successful delivery of our solution(s) per customer needs and improves the entire customer experience through teamwork and proactive customer service.  

Fundamental Responsibilities

• Provide excellent customer service to members, client groups, brokers, and providers via phone and email.
• Operates as the point of contact for assigned client groups and brokers.
• Complete monthly/quarterly responsibilities accurately and in a timely manner.
• Ensures the timely and successful delivery of company’s solutions according to customer needs.
• Liaises between the clients and internal teams for solutions.
• Maintains a working-level understanding of the benefit products.
• Attend department or company meetings and trainings as required.

Job Functions

• Conduct portal trainings to educate client groups on how to navigate the online portal.
• Maintain accurate company information and associate distribution lists in the online portal.
• Use attention to detail to catch errors and inconsistencies in data.
• Answer incoming calls for the provider and benefit departments and add call notes to the portal.
• Provide members with ID cards, plan information, and assist with understanding of coverage requested via phone and email.
• Provide excellent customer service to client groups by providing claims data, invoices, enrollment reports, ID cards, call records, plan information, and other data that may be requested by phone or email.
• Assist providers with member eligibility, benefits, and claim status by phone and email.

Skills

• Developed time management skills
• Problem solving/analytical skills a plus
• Able to make decisions and work independently or with minimal supervision
• Able to think outside of the box and use resources to find answers and solutions
• Intermediate level experience using Microsoft Office
• Interpersonal communication skills

Work Environment

• This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

Physical Demands

• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
• While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to sit; stand; walk; use hands to finger, handle or feel; and reach with hands and arms. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.

Position Type/Expected Hours of Work

• This position occasionally requires overtime.
• This is a full-time position. Hours of work are Monday through Friday, 7 a.m. to 4:30 p.m., for a total of 40 hours per week.

Travel

• This position does not require travel

Software

• Microsoft Office 365
• Adobe Acrobat Full
• Shortel
• In-house Software

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Benefits

Comprehensive benefit package, which includes company sponsored Medical, Dental Short Term Disability, Long Term Disability and Basic Life Insurance. In addition, we offer Vision, Vacation (Paid Time Off) Holiday pay, 401K, Supplemental Insurance and more.

EEO Statement

The Company is an Equal Opportunity Employer.  In order to remain competitive, we must attract, develop, motivate, and retain the most qualified employees regardless of age, color, race, religion, gender, disability, national or ethnic origin, family circumstances, life experiences, marital status, military status, sexual orientation and/or any other status protected by law. M/W/D/V (Minorities/Female/Disabled/Veteran)

Pay Details:

The base compensation range for this position is $18 - $20. This range reflects Acrisure's good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity.

Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status.  California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at www.Acrisure.com/privacy/caapplicant.

To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure’s property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure’s Human Resources Talent Department.