Account Coordinator

Brown & Brown Insurance

. Aid and assist the service department with Brown & Brown’s 95% client retention standards .

Posted 10/28/2026full-timeAtlanta • United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates proficiency in data management and client communication within the employee benefits sector, ensuring compliance and accuracy in processing client-related documentation and transactions. Capable of utilizing various systems and tools to support service operations and maintain high client retention standards.

Highest-signal resume keywords

Data Entry AccuracyClient CommunicationMS Office Suite ProficiencyLife and Health LicenseAgency Management Systems Navigation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data ManagementExcel ProficiencyCOBRA ProcessingEmployee Benefits AdministrationDocument Management

Soft Skills

Exceptional Telephone DemeanorWritten Communication SkillsConfidentiality Maintenance

Tools & Technologies

Employee Benefit Agency Management SystemsCarrier PlatformsOffice Equipment

Certifications & Qualifications

Life and Health License

Industry Keywords

Client Retention StandardsOpen EnrollmentThird-Party AdministratorsPayroll SystemsBenefits Administration

About the role

Key responsibilities & impact

Aid and assist the service department with Brown & Brown’s 95% client retention standards
Process new hires, terminations, qualifying events, open enrollment elections, EDI/API error corrections and COBRA
Process adds, terminations and renewals within COBRA vendor systems
Perform client setup and termination with the preferred vendor partner
Maintain accurate data entry in Employee Benefit Agency Management systems and external partner systems
Maintain department documents
Support the service team with printing projects and client compliance deliverables
Serve as back-up support for the front desk
Respond to emails and communicate client updates every 2 business days unless an extended deadline is communicated
Capture, manage and input accurate data into Benefits Agency Management systems and external partner systems
Use technology and carrier platforms for data extraction and entry
Support Account Managers with printing presentations and open enrollment materials
Assist with team projects

Requirements

What you’ll need

1 year of industry and/or professional experience
High School diploma or equivalent
Proficient with MS Office Suite
Above average skills with Excel, PowerPoint and Word documents
Exceptional telephone and written demeanor
Ability to maintain a high level of confidentiality
Ability to navigate various systems, including Agency Management System(s), intranet, carrier, third-party administrators, payroll and benefits administration systems
Proficient knowledge of office equipment, including copy machines, printers, faxes and binding machines
Ability to obtain Life and Health License within 1st month of employment
Life and Health Licensed preferred
Ability to work with Excel for manipulating census data
Ability to work remotely on scheduled days may be impacted during peak renewal seasons

Benefits

Comp & perks

Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
Paid Time Off
Holidays
Preferred Partner Discounts
Inclusive environment and Equal Opportunity Employer commitment