Account Coordinator

As an Account Coordinator for De La Torre & Associates Insurance Services, Inc, you will be part of an account management team that provides risk management and consulting services to organizations enabling them to understand their exposures, reduce their costs and find viable solutions. Account Coordinators are responsible for ensuring outstanding client administrative support.

• Processing Request For Proposals (RFP’s)
• Coordinating and handling client activities on new and renewal accounts
• Maintaining client data and files
• Following up on quote activity and any needed information with producers and/or clients
• Prospecting potential clients
• Help process employee adds, changes, new enrollments, and terminations
• Assist with client's invoicing, claims, and eligibility
• Assist with ongoing client administrative support
• Attend client meetings as requested
• Assist in client open enrollment events as requested
• Support company on other administrative activities as needed

Excellent analytical, oral, and written communication and interpersonal skills

Strong organizational skills with attention to detail
· Ability to work cross functionally across department lines to resolve issues

Experience with successfully managing multiple projects and tasks efficiently in a deadline driven environment

Proficient in Microsoft Word, Excel, and PowerPoint, and web-based applications as needed.

Current Life and Health Insurance license or required within 90 days.

De La Torre & Associates Insurance Services, Inc. is a family-owned employee benefits firm consisting of insurance professionals determined to stand out among others in our industry. We are experienced and competent professionals with over 75 years of combined experience, with offices in California and Arizona. We help employers find the best employee benefits and insurance options to meet the needs of their workforce.

Our mission is to build lifetime relationships with our clients by providing superior service and innovation.