Account Coordinator I – Employee Benefits

CBIZ

. Provide essential back-end administrative support for client accounts, ensuring smooth operations and timely responses to team requests .

Posted 10/5/2026full-timeUnited StatesJunior💰 $20 - $25 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong organizational and multitasking abilities while providing back-end administrative support in the insurance industry. Proficient in maintaining client records and documentation, with excellent communication skills to collaborate effectively with internal teams and clients.

Highest-signal resume keywords

Life And Health Insurance ExamClient Management SoftwareMicrosoft Office SuiteOrganizational SkillsVerbal And Written Communication

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Back-End Administrative SupportClient Record MaintenanceDocumentation ManagementInsurance Industry ExperienceTailored Solutions Execution

Soft Skills

Team CollaborationAdaptabilityMultitaskingEagerness To Learn

Tools & Technologies

Client Management SoftwareMicrosoft Office Suite

Certifications & Qualifications

Life And Health Insurance License

Industry Keywords

Insurance IndustryEmployee Benefits CommunicationsClient AccountsConfidentialityClient Deliverables

About the role

Key responsibilities & impact

Provide essential back-end administrative support for client accounts, ensuring smooth operations and timely responses to team requests
Collaborate with Account Managers and Account Executives to understand client needs and preferences, assisting in the execution of tailored solutions
Maintain thorough documentation of client interactions and activities
Assist in preparing and updating employee benefits communications, including benefit guides, flyers, and supplements
Maintain accurate and up-to-date client records, ensuring the integrity and confidentiality of sensitive information
Work closely with internal teams to ensure seamless execution of client deliverables
Participate in team meetings, take notes, contribute to discussions, and share insights to enhance client satisfaction
Study for and pass the Life and Health Insurance Exam to progress in the position

Requirements

What you’ll need

High School Diploma or GED required
1-2 years of relevant work experience in the insurance industry
Ability to work in a team environment as well as independently
Must maintain current required licenses and certifications relevant to field of expertise
Proficient use of applicable technology
Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally
Bachelor's degree in business, Human Resources, communications, or related field preferred
Strong organizational and multitasking abilities
Excellent written and verbal communication skills
Proficient in Microsoft Office Suite and familiarity with client management software is a plus
Ability to work collaboratively in a team-oriented environment
Eagerness to learn and adapt to a dynamic, fast-paced industry