SBS Account Coordinator

Fundamental components of the job

• Manage and retain a book of small (2-25 lives) accounts without producer involvement.
• Primary contact between client and carrier.
• Prepare digital meeting materials.
• Track outstanding items and ensure follow-through from appropriate parties.
• Facilitate carrier paperwork for new business, renewing business, and ad‑hoc requests.
• Assist in coordinating and managing virtual client presentations.
• Maintain complete and accurate documentation in CRM (Salesforce).
• Support client retention goal of 95%.

• Proactively manage the renewal timeline for clients.
• Facilitate implementation of new clients.
• Expand and grow in your role when supporting miscellaneous duties as requested.

• 3 years’ experience in employee benefits, customer service or account management preferred.
• Bachelor’s degree and Life Accident and Health license preferred; ability to obtain in 90 days.
• Ability to prioritize and strong time management in a fast‑paced environment.
• Persuasive communication style and ability to communicate complex messages with a wide range of audiences on an internal and external basis (both written and verbal).
• Strong PC skills required including Microsoft Word, Excel and PowerPoint and the ability to learn systems in an effective and efficient manner. Salesforce CRM experience a plus.
• Ability to work well independently and on a team.
• Positive attitude, even in a fast‑paced environment.
• A passion to make customers and coworkers feel important and valued.
• Capability to work quickly and efficiently.
• Methodical, yet swift decision‑making skills.

• Competitive salary and referral bonuses.
• Outstanding Benefits (Medical, Dental, Vision).
• Additional voluntary benefits including critical illness, accident insurance, hospital indemnity, supplemental life insurance, legal and identity protection and pet wellness.
• 3 weeks of PTO (prorated based on start date) and a generous holiday schedule – available 1st day.
• Company 401K contribution received starting Day 1 (for participants 21+ years old).
• Educational support, career development, and growth opportunities.
• Job Security (we’ve never had a lay‑off, even during the pandemic).
• Flexibility, including hybrid schedules! Business hours 8am‑4:30pm.
• Comfortable, family‑oriented culture, with an emphasis on work‑life balance.
• Unlimited Volunteer Time Off opportunities.
• Fulfilling opportunities that align with your career path and our business needs.

The compensation range for this position takes many factors into consideration including but not limited to: years of experience/training, skill set, and licenses/designations. It is not typical for an individual to be hired near the top of the range for a position as circumstances and location can vary in every hiring situation. A reasonable estimate of the current range is $45,000.00 to $72,737.50.