Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowPosted 17 days ago

Account Coordinator - Employee Benefits

relationinsurance49 open roles

Where
Pleasant Hill CA
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowAccount Coordinator - Employee Benefitsrelationinsurance · Pleasant Hill CA

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on relationinsurance's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

8.2% of postings close within 7 days. Measured by our own scanner across the market. relationinsurance postings stay open a median of 3 days.

Share of postings closed within
  1. 1.9%1 day
  2. 3.8%3 days
  3. 8.2%7 days
  4. 15.2%14 days
  5. 34.1%30 days
This job: posted 17 days ago

relationinsurance median: 3 days open

The posting

WHO WE ARE

Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.

WHAT WE’RE LOOKING FOR

The Account Coordinator assists the Account Management and Consulting teams in servicing and retaining clients. The Account Coordinator works to ensure client retention goals are met by responding promptly to requests from clients, prospects and members of the production and account management staff. The individual in this role is expected to project a professional company image through all interaction with clients, insurance carriers, vendors, team members and others.

A GLIMPSE INTO YOUR DAY

  • Provides ongoing administrative support and coordinates with Account Managers and other service team members to ensure that clients receive all key deliverables in a timely and accurate manner.
  • Serves as a client advocate and a primary point of contact for assigned accounts.
  • Assists in managing client expectations, service commitments, and anticipates needs of the client.
  • Answers correspondence related to client’s employee benefit plans in a timely manner. Documents all client interaction and updates client service logs.
  • Meets with clients and insurance company representatives as requested.
  • Maintains client files accurately and consistently, responsible for proper documentation of files and proper communication in accordance with company workflow, procedures and best practices.
  • Quickly identifies and resolves basic client service issues, conducting research, and resolving participant benefit issues. Conducts research on billing issues on behalf of clients.
  • Coordinates with the clients on the accumulation of census data, history of plans, and all other data for insurance carrier quotes.
  • Researches client issues by contacting carriers and vendors on behalf of the client and determines when issues need to be escalated.
  • Creates client monthly, quarterly and annual reports utilizing Relation templates and software.
  • Provides client compliance support including ACA, SPD preparation, 5500 filings and actuary reports.
  • Manages open enrollment and the preparation of presentation materials, employee handouts, and other informational tools for client meetings.
  • Assists with the creation of client presentations using Excel and PowerPoint to summarize client data obtained from vendors or Relation Account Managers.
  • Assists in the Request for Proposal (RFP) process by partnering with clients and ensuring timely responses from vendors.
  • Assists in the review of external vendor contracts, summary plan documents, and employee communications to ensure alignment with client expectations and legal requirements.
  • Reviews Summary Plan Descriptions (SPD) from the carrier and compares it to the client's benefits for accuracy; follows up with the carriers to make any necessary changes are made.
  • Assists with creating spreadsheets and premium allocations.
  • Prepares summaries of insurance with guidance from Account Manager and other service team members.
  • Recommends process improvements as needed.
  • Fully adopts innovative technology, including proprietary AI solutions, into the service process to deliver a best-in-class client service experience.
  • Performs other projects, duties, and tasks, as assigned.

WHAT SUCCESS LOOKS LIKE IN THIS ROLE

  • A Life, Health and Accident License from state of domicile is required upon hire or within 90 days of hire and must be maintained thereafter.
  • High School Diploma or equivalent required.
  • Minimum of 5+ years of Customer Service experience.
  • Previous Life, Health and Accident experience.
  • Bilingual (English/Spanish) preferred; may be required, depending on location.
  • Working knowledge of insurance markets, products, services insurance ratings and underwriting procedures.
  • Prior experience with agency management systems software and online rating systems.
  • Proficient to advanced skills in using computers, Microsoft Office Suite (emphasis on Excel and PowerPoint) and online rating systems.
  • Excellent interpersonal and communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors, and others.
  • Ability to work independently with limited daily supervision and to work effectively in a team environment.
  • Ability to function effectively under tight time constraints, consistently meets strict deadlines, prioritize, and handle multiple tasks in a demanding work environment.

WHY CHOOSE RELATION?

  • Competitive pay.
  • A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more.
  • Career advancement and development opportunities.

.

Note: The above is not all encompassing of the full position description.

Relation Insurance Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Relation, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is presented within this posting.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

.

$20.19 - $40.38

From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against relationinsurance's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on relationinsurance's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    relationinsurance's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.