Account Coordinator – Small Group Benefits

Alliant Insurance Services

. Support producers and account managers in processing new business, renewing existing business, and day-to-day account services for clients .

Posted 10/2/2026full-timeRemote • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong customer service skills and effective communication abilities while managing client relationships and administrative tasks. Proficient in data management and Microsoft Office Suite, with a focus on problem-solving and teamwork.

Highest-signal resume keywords

Customer Service SkillsVerbal And Written Communication SkillsMicrosoft Office Suite ProficiencyProblem Solving SkillsTeamwork Ability

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

Time Management SkillsCritical ThinkingGood Judgement

Certifications & Qualifications

Group 1 Licensing

Industry Keywords

Account ManagementClient AdvocacyData IntegrityCensus FilesAdministrative Support

About the role

Key responsibilities & impact

Support producers and account managers in processing new business, renewing existing business, and day-to-day account services for clients
Serve as an advocate for clients and their employees through positive relationships with carriers and continuous education
Provide administrative support and customer service
Create census files for proposals and renewing business
Process individual and group applications
Compose general correspondence with clients and carriers
Interact with clients to respond to inquiries concerning service accounts
Maintain professional relationships with clients and carrier representatives through exceptional customer service
Coordinate appropriate resources to address clients’ management needs
Comply with agency management system data standards and data integrity by entering and maintaining complete and accurate information on a timely basis
Perform other duties as assigned

Requirements

What you’ll need

High School diploma or equivalent combination of education and experience
Two (2) or more years related work experience
Encouraged to complete Career Path requirements as communicated by supervisor including obtaining Group 1 licensing
Excellent verbal and written communication skills
Customer service skills, including telephone and listening skills
Problem solving and time management skills
Critical thinking and good judgement to quickly determine and prioritize key issues
Ability to work within a team and to foster teamwork
Ability to prioritize work for multiple projects and deadlines
Proficient in Microsoft Office Suite