Account Coordinator, Employee Benefits

About Blue Stone Advisors
At Blue Stone Advisors, we are committed to fostering a culture of character and competence. Our mission is to empower our team members to cultivate trusted relationships with clients, ensuring they receive the highest level of service and support. Blue Stone’s culture has been recognized nationally and is an

.We prioritize the delivery of optimal results, allowing our clients to focus on what matters most: the growth and success of their businesses. Our approach is built on a foundation of integrity, collaboration, and excellence, enabling us to navigate challenges and identify opportunities effectively.

Position title
Account Coordinator, Employee Benefits

Employment Type

Full-time
Location
Downers Grove, IL, USA
About Blue Stone Advisors
At Blue Stone Advisors, we are committed to fostering a culture of character and competence. Our mission is to empower our team members to cultivate trusted relationships with clients, ensuring they receive the highest level of service and support. Blue Stone’s culture has been recognized nationally and is a Certified Great Place to Work
. We prioritize the delivery of optimal results, allowing our clients to focus on what matters most: the growth and success of their businesses. Our approach is built on a foundation of integrity, collaboration, and excellence, enabling us to navigate challenges and identify opportunities effectively. At Blue Stone Advisors, we hire experienced professionals who bring a wealth of knowledge and expertise to our team.

We are dedicated to fostering an environment that promotes personal and professional development, ensuring our team members have the resources and support they need to thrive. This commitment not only enhances our team's capabilities but also strengthens the service we provide to our clients. Position Overview The Account Coordinator, Employee Benefits, is client‑obsessed and dedicated to maintaining and cultivating positive working relationships, a crucial internal support resource.

Responsible for providing efficient administrative and transactional support, this role manages high‑volume service tasks by prioritizing accuracy and speed. They win as a team by collaborating closely with internal partners to ensure seamless client service and maintain a high standard of quality in all deliverables while contributing to a culture of teamwork, adaptability, and gratitude. Accounts range across the entire book of business.

Key Responsibilities The essential duties and responsibilities may include the following. Other duties may be assigned.

• Develop product expertise by learning and understanding all employee benefit insurance products, ensuring you can confidently support clients and share knowledge with teammates.
• Deliver outstanding, client‑obsessed service by answering calls promptly, resolving client concerns with empathy, and maintaining a solutions‑focused approach.
• Maintain accurate records by accessing client accounts, updating policy schedules, and managing documentation processes with precision and integrity, ensuring clients consistently receive high‑quality and dependable service.
• Serve as a primary resource for answering routine client service inquiries, including eligibility status,  requests, and basic billing questions, resolving them with speed and empathy.
• Collaborate with teammates by participating in weekly meetings, sharing knowledge, and supporting colleagues with tasks as needed to Win as a Team.
• Work collaboratively with team members to collect and manage client data, utilizing technology platforms and benefits administration systems such as Benefit Point to ensure timely and accurate entry, tracking, setup, and ongoing maintenance.
• Support new client onboarding by overseeing setup and maintenance in management systems and portals, ensuring a smooth and positive experience that sets the foundation for lasting partnerships.
• Assist in office administration to help maintain smooth operations, contributing to a positive and supportive work environment.
• Commit to ongoing professional growth as a relentless learner, modeling adaptability and curiosity.

Requirements

• A "Win as a Team" mindset,…