Account Coordinator | Employee Benefits (Hybrid)

Account Coordinator At Cbiz Employee Benefits

CBIZ, Inc. is a leading professional services advisor to middle-market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets coast to coast.

CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.

Position Overview

The Account Coordinator at CBIZ Employee Benefits plays a pivotal role in ensuring the seamless delivery of services to our valued clients. This position offers an exceptional entry point for individuals aspiring to build a career in the employee benefits industry. You will work closely with seasoned benefits professionals and be provided with a team of peers to support your growth, gaining invaluable insights and experience.

Key Responsibilities

• Client Relationship Management

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

Assist in the preparation and updating of employee benefits communications, including benefit guides, flyers, supplements, etc.

Maintain accurate and up-to-date client records, ensuring the integrity and confidentiality of sensitive information.

Work closely with internal teams, including account managers and account executives, to ensure the seamless execution of client deliverables.

To progress in this position, Account Coordinators are expected to study for and pass the Life and Health Insurance Exam.

Preferred Qualifications

Minimum Qualifications