Account Coordinator

• Understands and assists with Monthly Claims Exhibits; as needed
• Complete new client set-up (New Form, notify teams, implement reporting, notify stop loss carrier, build folder)
• Responsible for reporting back action items from weekly team calls
• Engages in regularly scheduled trainings and collaboration sessions
• Assist with inputting the premium and reimbursements for previous year into Budget Projection workbook
• Tracks and manages all open items (outstanding premium issues, missing reporting, outstanding reimbursement updates to teams, etc.) 
• Conducts an audit of reporting received post placement
• Assists with client questions, issues and/or problems by investigating first and then seeking confirmation from Manager
• Responsible for ensuring client data is validated and up-to-date (contacts, etc.) 
• Completes Client Information Questionnaire based on Strategy calls and/or sends to Core team to complete
• Collects RFP Data Request information and reviews for accuracy
• Sends RFP to Manager for review prior to sending to market
• Updates Marketing Tracker with progress
• Collects, reviews and saves RFP responses with the proper naming convention in the client’s folder
• Enters carrier responses into Renewal Package, as well as Claims and Premium Experience
• Requests Clinical Reviews for firm deliverables
• Assists with stop loss policy implementation 
• Completes Phase 1 of Audits
• Responsible for completion of 1/1 claims policy reconciliations
• Participates in various workgroups that push forward practice initiatives 
   

Qualifications:

• Bachelor’s Degree in Business Administration or related field and/or years of experience equivalent
• Up to three years of Client services experience is required
• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
• Strong verbal and interpersonal communication skills required
• Understands industry trends and governmental regulations
• Ability to complete continuing education requirements as needed
• Ability to attend company, department, and team meetings as required, including industry training sessions
• Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information
• Ability to efficiently organize work and manage time in order to meet deadlines
• Ability to travel by automobile and aircraft
• Ability to use office equipment such as a computer, keyboard, calculator, photocopier, and facsimile machine
• Ability to work on a computer for a prolonged amount of time
• Ability to work outside of normal business hours as needed
• Legally able to work in the United States